Floating-Rate Portfolio

Floating-Rate Portfolio is a registered fund series of Eaton Vance Floating Rate Portfolio/MA (series S000005230). Net assets $3.6B as of 2026-04-30.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
Morgan Stanley & Co. LLC$250.3M692.27%
EOC Borrower LLC$28.5M78.84%
Eaton Vance Floating-Rate ETF$28.1M77.58%
TK Elevator Midco GmbH$25.9M71.73%
Broadstreet Partners Inc$24.0M66.36%
AI AQUA MERGER SUB INC$23.2M64.17%
NATIONAL MENTOR HOLDINGS INC$21.8M60.33%
Sedgwick Claims Management Services Inc$21.4M59.24%
Grant Thornton Advisors LLC$21.3M59.03%
Opal Bidco SAS$21.1M58.23%
FREEPORT LNG INVESTMENTS LLLP$21.0M58.20%
Recess Holdings Inc$19.7M54.55%
McAfee, LLC$19.6M54.26%
HUB International Limited$19.6M54.19%
RAMUDDEN GLOBAL GROUP GMBH$19.2M53.05%

Net asset history

Report dateNet assets
2026-04-30$3.6B
2026-01-31$4.1B
2025-10-31$4.5B
2025-07-31$4.8B
2025-04-30$4.9B
2025-01-31$5.3B
2024-10-31$5.3B
2024-07-31$5.6B

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