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
551
$4.42M 0.01%
68,568
-68,568
552
$4.42M 0.01%
39,130
-39,108
553
$4.41M 0.01%
139,000
-139,000
554
$4.34M 0.01%
59,134
-59,334
555
$4.29M 0.01%
21,679
-19,311
556
$4.25M 0.01%
205,906
-1,720,944
557
$4.24M 0.01%
100,396
-100,156
558
$4.2M 0.01%
146,198
-145,572
559
$4.2M 0.01%
95,994
-95,846
560
$4.19M 0.01%
81,983
-80,035
561
$4.16M 0.01%
39,709
-40,931
562
$4.15M 0.01%
66,698
-66,400
563
$4.13M 0.01%
152,380
-152,380
564
$4.11M 0.01%
263,710
-267,260
565
$4.08M 0.01%
178,410
-181,560
566
$4.06M 0.01%
37,816
-45,512
567
$4.04M 0.01%
386,184
-386,184
568
$4.02M 0.01%
74,538
-74,366
569
$4.01M 0.01%
293,686
-293,223
570
$3.96M 0.01%
135,652
-164,348
571
$3.96M 0.01%
239,614
-236,014
572
$3.91M 0.01%
40,632
-40,632
573
$3.91M 0.01%
82,500
-82,500
574
$3.88M 0.01%
157,559
-159,385
575
$3.86M 0.01%
166,000
21 22
23
24 25