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
476
$6.69M 0.02%
149,701
-149,701
477
$6.66M 0.02%
82,720
-82,720
478
$6.53M 0.02%
356,811
-350,751
479
$6.5M 0.02%
213,762
-213,456
480
$6.32M 0.02%
163,746
-163,746
481
$6.32M 0.02%
245,975
+41,602
482
$6.29M 0.02%
45,466
-45,414
483
$6.26M 0.01%
96,144
-96,048
484
$6.22M 0.01%
118,072
-118,080
485
$6.22M 0.01%
54,025
+9,103
486
$6.21M 0.01%
1,288,797
-1,288,797
487
$6.21M 0.01%
122,217
-212,401
488
$6.2M 0.01%
130,335
+50,141
489
$6.2M 0.01%
67,957
-67,877
490
$6.19M 0.01%
131,650
+106,090
491
$6.18M 0.01%
1,093,200
-1,093,200
492
$6.16M 0.01%
105,058
-100,396
493
$6.13M 0.01%
84,753
-54,463
494
$6.1M 0.01%
111,235
-111,235
495
$6.04M 0.01%
279,895
+111,283
496
$6.01M 0.01%
134,713
-29,355
497
$5.99M 0.01%
161,046
-161,046
498
$5.94M 0.01%
81,791
-81,791
499
$5.89M 0.01%
137,754
-77,308
500
$5.88M 0.01%
2,344
-2,344
18 19
20
21 22