EVM

Eaton Vance Management Portfolio holdings

AUM $67.5B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
-11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71.9B
AUM Growth
-$2.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,921
New
Increased
Reduced
Closed

Top Buys

1
+$204M
2
+$93.1M
3
+$87.8M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$82.6M
5
IART icon
Integra LifeSciences
IART
+$72.7M

Top Sells

1
+$191M
2
+$129M
3
+$96.6M
4
GE icon
GE Aerospace
GE
+$91.8M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$81.8M

Sector Composition

1 Technology 24.06%
2 Financials 15.39%
3 Healthcare 14.04%
4 Consumer Discretionary 12.3%
5 Communication Services 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2451
$0 ﹤0.01%
835
-251
2452
$0 ﹤0.01%
1,378
-72
2453
$0 ﹤0.01%
76
2454
$0 ﹤0.01%
5,178
+34
2455
$0 ﹤0.01%
215
-2,919
2456
$0 ﹤0.01%
1,896
+83
2457
$0 ﹤0.01%
470
-69
2458
$0 ﹤0.01%
4,259
+40
2459
– –
-50
2460
$0 ﹤0.01%
52
-359
2461
$0 ﹤0.01%
6,335
-6,136
2462
$0 ﹤0.01%
40
2463
$0 ﹤0.01%
+167
2464
$0 ﹤0.01%
3,094
-632
2465
$0 ﹤0.01%
66
-8
2466
$0 ﹤0.01%
171
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2467
$0 ﹤0.01%
1,460
-118
2468
$0 ﹤0.01%
1,274
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2469
$0 ﹤0.01%
522
-10
2470
$0 ﹤0.01%
7,850
2471
$0 ﹤0.01%
1,614
-5,610
2472
$0 ﹤0.01%
1,682
-233
2473
$0 ﹤0.01%
1,393
-13
2474
$0 ﹤0.01%
317
-164
2475
$0 ﹤0.01%
3,793
-67
97 98
99
100 101