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
451
$7.41M 0.02%
59,227
-59,227
452
$7.38M 0.02%
72,586
-75,398
453
$7.28M 0.02%
+336,900
454
$7.24M 0.02%
253,734
+172,146
455
$7.23M 0.02%
126,993
-125,319
456
$7.21M 0.02%
112,016
-158,318
457
$7.14M 0.02%
207,482
-207,482
458
$7.11M 0.02%
200,901
-119,388
459
$7.11M 0.02%
128,605
-163,703
460
$7.06M 0.02%
24,072
-24,336
461
$7.05M 0.02%
91,085
-14,595
462
$7.04M 0.02%
456,000
-456,000
463
$7.01M 0.02%
405,380
-405,620
464
$6.99M 0.02%
126,011
-1,097,433
465
$6.96M 0.02%
51,662
-51,574
466
$6.92M 0.02%
114,395
-114,339
467
$6.87M 0.02%
184,561
-179,803
468
$6.85M 0.02%
70,000
-70,000
469
$6.84M 0.02%
+121,841
470
$6.81M 0.02%
126,264
-126,264
471
$6.79M 0.02%
683,633
-279,589
472
$6.76M 0.02%
132,791
-132,713
473
$6.75M 0.02%
65,193
-51,059
474
$6.74M 0.02%
133,730
-379,306
475
$6.71M 0.02%
102,302
-108,104
17 18
19
20 21