EFR
Eaton Vance Senior Floating-Rate Trust
1W: +0.7%
1M: -0.6%
3M: -3.6%
YTD: -3.9%
1Y: -9.3%
3Y: +19.4%
5Y: +12.4%
$10.50
+0.00 (+0.00%)
Weekly Expected Move ±1.0%
$10
$10
$10
$10
$11
Key Statistics
AUM$310M
Holdings2
Top 10 Wt0.8%
Volume175,031
Avg Volume162,064
Beta0.36
Portfolio Fundamentals
P/E—
P/B0.7
Div Yield—%
ROE-77.8%
% Profitable—%
Inception2003-11-25
Sector Allocation
Other
148.1%
Financial Services
0.7%
Consumer Defensive
0.0%
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Focus Financial Partners LLC | — | 1.19% | $4.3M | 4,280,498 |
| 2 | UKG Inc | — | 1.18% | $4.2M | 4,329,785 |
| 3 | Virgin Media Bristol LLC | — | 1.17% | $4.2M | 4,200,000 |
| 4 | Epicor Software Corporation | — | 1.08% | $3.9M | 3,896,222 |
| 5 | Boxer Parent Company Inc | — | 0.98% | $3.5M | 3,640,531 |
| 6 | Engineered Machinery Holdings Inc | — | 0.94% | $3.4M | 3,354,941 |
| 7 | White Cap Buyer LLC | — | 0.94% | $3.4M | 3,356,993 |
| 8 | RealPage Inc | — | 0.89% | $3.2M | 3,227,950 |
| 9 | Autokiniton US Holdings Inc | — | 0.85% | $3.1M | 3,061,192 |
| 10 | WEC US Holdings Ltd | — | 0.85% | $3.1M | 3,053,500 |
Recent Holding Changes
| Date | Holding | Change | Details |
|---|---|---|---|
| 2026-02-28 | SKIL | New | — |