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
426
$8.5M 0.02%
57,158
-74,240
427
$8.5M 0.02%
177,977
-152,347
428
$8.42M 0.02%
122,892
-119,578
429
$8.37M 0.02%
104,977
-92,515
430
$8.33M 0.02%
146,151
-154,257
431
$8.27M 0.02%
99,104
-104,356
432
$8.13M 0.02%
97,281
-97,145
433
$8.13M 0.02%
23,561
-94,619
434
$8.07M 0.02%
27,933
+3,467
435
$7.99M 0.02%
88,617
-8,317
436
$7.87M 0.02%
206,745
-174,893
437
$7.84M 0.02%
79,823
-29,125
438
$7.84M 0.02%
88,878
-62,737
439
$7.82M 0.02%
272,886
-272,886
440
$7.74M 0.02%
101,621
+3,824
441
$7.72M 0.02%
55,771
+27,483
442
$7.68M 0.02%
83,950
-62,154
443
$7.64M 0.02%
213,301
-510,527
444
$7.63M 0.02%
324,311
-324,311
445
$7.61M 0.02%
27,594
-33,956
446
$7.61M 0.02%
162,931
-163,029
447
$7.57M 0.02%
952,498
-952,498
448
$7.56M 0.02%
343,196
-347,254
449
$7.54M 0.02%
153,825
-115,337
450
$7.5M 0.02%
69,216
-64,100
16 17
18
19 20