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
601
$3.44M 0.01%
42,571
-42,571
602
$3.42M 0.01%
197,984
-219,364
603
$3.4M 0.01%
79,003
-82,159
604
$3.37M 0.01%
89,472
-88,382
605
$3.35M 0.01%
63,112
-63,112
606
$3.34M 0.01%
66,203
-66,119
607
$3.33M 0.01%
51,162
+3,909
608
$3.32M 0.01%
113,882
-113,734
609
$3.3M 0.01%
61,043
-61,043
610
$3.29M 0.01%
52,945
-52,945
611
$3.28M 0.01%
+44,168
612
$3.27M 0.01%
+156,391
613
$3.27M 0.01%
76,106
-67,006
614
$3.26M 0.01%
9,528
-9,438
615
$3.26M 0.01%
29,805
-18,769
616
$3.25M 0.01%
62,500
-62,500
617
$3.25M 0.01%
55,579
-55,206
618
$3.23M 0.01%
93,759
-93,675
619
$3.23M 0.01%
19,160
-49,044
620
$3.19M 0.01%
155,000
-155,000
621
$3.18M 0.01%
74,187
+23,757
622
$3.18M 0.01%
26,015
-26,015
623
$3.17M 0.01%
80,480
-78,404
624
$3.17M 0.01%
28,821
-37,447
625
$3.15M 0.01%
130,180
-104,776
23 24
25
26 27