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
501
$5.85M 0.01%
36,421
-22,323
502
$5.79M 0.01%
73,185
-73,287
503
$5.72M 0.01%
110,132
-110,132
504
$5.71M 0.01%
145,608
-145,608
505
$5.7M 0.01%
34,539
-28,199
506
$5.66M 0.01%
111,363
-32,151
507
$5.66M 0.01%
226,338
-226,288
508
$5.58M 0.01%
57,129
-60,417
509
$5.53M 0.01%
82,603
-51,285
510
$5.52M 0.01%
97,761
-98,263
511
$5.49M 0.01%
329,263
-329,263
512
$5.46M 0.01%
72,489
-39,681
513
$5.46M 0.01%
262,057
-261,791
514
$5.42M 0.01%
53,798
-54,960
515
$5.39M 0.01%
1,260,253
-1,260,253
516
$5.38M 0.01%
179,972
-179,316
517
$5.36M 0.01%
40,100
-40,100
518
$5.35M 0.01%
669,620
-669,620
519
$5.33M 0.01%
141,013
-1,070,071
520
$5.33M 0.01%
442,784
-431,680
521
$5.28M 0.01%
+221,196
522
$5.2M 0.01%
517,257
-517,256
523
$5.2M 0.01%
4,132
-4,132
524
$5.13M 0.01%
147,570
-147,570
525
$5.11M 0.01%
332,804
-352,326
19 20
21
22 23