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
526
$5.09M 0.01%
56,212
-56,212
527
$4.98M 0.01%
267,828
-267,828
528
$4.98M 0.01%
22,322
-22,321
529
$4.97M 0.01%
37,265
-37,185
530
$4.95M 0.01%
71,828
-71,828
531
$4.94M 0.01%
59,497
-802
532
$4.91M 0.01%
41,379
-41,295
533
$4.91M 0.01%
131,182
-131,042
534
$4.86M 0.01%
45,365
-46,511
535
$4.8M 0.01%
214,169
-214,169
536
$4.78M 0.01%
73,576
-73,577
537
$4.77M 0.01%
33,147
-24,643
538
$4.77M 0.01%
25,192
-25,192
539
$4.76M 0.01%
109,271
-110,239
540
$4.75M 0.01%
60,867
-27,223
541
$4.74M 0.01%
61,333
-92,673
542
$4.71M 0.01%
53,719
-53,601
543
$4.68M 0.01%
102,460
-92,204
544
$4.67M 0.01%
40,135
-37,589
545
$4.49M 0.01%
62,700
-49,412
546
$4.48M 0.01%
105,603
-3,629,159
547
$4.45M 0.01%
42,988
-42,866
548
$4.45M 0.01%
527,743
-527,743
549
$4.44M 0.01%
71,027
-473,043
550
$4.43M 0.01%
74,845
-74,845
20 21
22
23 24