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
401
$9.77M 0.02%
132,895
-132,959
402
$9.68M 0.02%
223,115
-253,161
403
$9.66M 0.02%
214,138
-169,366
404
$9.62M 0.02%
215,551
-219,863
405
$9.6M 0.02%
91,101
-76,643
406
$9.55M 0.02%
191,290
-202,090
407
$9.53M 0.02%
100,130
-72,954
408
$9.39M 0.02%
143,902
-143,632
409
$9.38M 0.02%
159,360
+107,200
410
$9.3M 0.02%
72,026
-57,564
411
$9.22M 0.02%
534,292
-1,033,070
412
$9.2M 0.02%
335,856
-230,456
413
$9.2M 0.02%
508,360
-509,460
414
$9.18M 0.02%
91,955
-72,725
415
$9.15M 0.02%
28,426
-54,772
416
$9.14M 0.02%
115,468
-37,412
417
$9.11M 0.02%
200,066
418
$9.02M 0.02%
379,848
-379,848
419
$9.02M 0.02%
267,001
-267,001
420
$8.99M 0.02%
18,025
-10,217
421
$8.95M 0.02%
106,248
-66,064
422
$8.8M 0.02%
321,560
-168,682
423
$8.77M 0.02%
+209,961
424
$8.66M 0.02%
217,754
-265,872
425
$8.65M 0.02%
211,350
-171,350
15 16
17
18 19