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
351
$12.7M 0.03%
186,135
-185,901
352
$12.6M 0.03%
204,204
-203,876
353
$12.5M 0.03%
92,563
-56,693
354
$12.5M 0.03%
358,106
-358,105
355
$12.4M 0.03%
298,814
+8,417
356
$12.4M 0.03%
162,365
-194,889
357
$12.3M 0.03%
733,012
-731,712
358
$12.2M 0.03%
92,185
-92,089
359
$12.2M 0.03%
112,876
-45,086
360
$12.2M 0.03%
213,740
-197,362
361
$12.1M 0.03%
118,399
-181,247
362
$12.1M 0.03%
11,153
-11,153
363
$12M 0.03%
377,648
-2,107,774
364
$11.9M 0.03%
177,071
-606,341
365
$11.8M 0.03%
187,266
-145,396
366
$11.7M 0.03%
156,808
-146,328
367
$11.7M 0.03%
250,000
-250,000
368
$11.7M 0.03%
284,883
-320,085
369
$11.6M 0.03%
46,392
-40,056
370
$11.5M 0.03%
675,742
-675,742
371
$11.5M 0.03%
262,207
-158,787
372
$11.5M 0.03%
606,612
-526,060
373
$11.4M 0.03%
263,530
-263,708
374
$11.4M 0.03%
135,788
-393,566
375
$11.3M 0.03%
336,672
-353,300
13 14
15
16 17