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
$42B
AUM Growth
-$38.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,210
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$68.4M
3
+$45.7M
4
IR icon
Ingersoll Rand
IR
+$37.9M
5
TPR icon
Tapestry
TPR
+$32.1M

Top Sells

1
+$1.34B
2
+$1.28B
3
+$1.06B
4
META icon
Meta Platforms (Facebook)
META
+$927M
5
JPM icon
JPMorgan Chase
JPM
+$882M

Sector Composition

1 Technology 17.04%
2 Financials 16.28%
3 Healthcare 14.6%
4 Consumer Discretionary 11.09%
5 Communication Services 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$25.5M 0.06%
277,772
-277,624
252
$25.4M 0.06%
296,868
-392,238
253
$25.3M 0.06%
483,389
-379,109
254
$25M 0.06%
507,526
-925,694
255
$24.5M 0.06%
83,540
-74,610
256
$24.5M 0.06%
59,930
-46,248
257
$23.9M 0.06%
229,322
-267,238
258
$23.7M 0.06%
384,149
-393,707
259
$23.7M 0.06%
357,484
-530,112
260
$23.5M 0.06%
376,546
-372,852
261
$22.9M 0.05%
471,078
-72,609
262
$22.8M 0.05%
277,615
-238,731
263
$22.6M 0.05%
313,134
-311,130
264
$22.5M 0.05%
355,501
-179,209
265
$22.5M 0.05%
518,819
-518,649
266
$22.3M 0.05%
692,798
-631,178
267
$22.3M 0.05%
206,423
-157,615
268
$22M 0.05%
294,477
-294,287
269
$21.2M 0.05%
207,162
-234,198
270
$21.2M 0.05%
194,003
-205,523
271
$21M 0.05%
198,173
-238,897
272
$20.5M 0.05%
306,531
-294,923
273
$20.5M 0.05%
302,810
-317,719
274
$20.5M 0.05%
829,301
-882,375
275
$20.4M 0.05%
188,669
-191,601
9 10
11
12 13