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
626
$3.14M 0.01%
16,212
-16,178
627
$3.13M 0.01%
82,413
-34,525
628
$3.09M 0.01%
132,969
+90,000
629
$3.07M 0.01%
62,000
-61,918
630
$3.07M 0.01%
93,335
-93,335
631
$3.05M 0.01%
34,014
-83,150
632
$3.05M 0.01%
20,671
-20,295
633
$3.05M 0.01%
37,239
-37,161
634
$3.04M 0.01%
110,416
-110,416
635
$3.02M 0.01%
+50,179
636
$2.98M 0.01%
+89,777
637
$2.98M 0.01%
60,000
-60,000
638
$2.98M 0.01%
58,406
-58,406
639
$2.98M 0.01%
222,080
-222,080
640
$2.98M 0.01%
32,233
-31,815
641
$2.96M 0.01%
12,382
-8,530
642
$2.95M 0.01%
52,934
-28,904
643
$2.94M 0.01%
196,438
-106,762
644
$2.94M 0.01%
201,484
-57,480
645
$2.92M 0.01%
19,980
-16,056
646
$2.92M 0.01%
62,127
-52,201
647
$2.92M 0.01%
39,879
-39,745
648
$2.91M 0.01%
42,695
-25,485
649
$2.89M 0.01%
21,512
-21,512
650
$2.89M 0.01%
89,138
-89,138
24 25
26
27 28