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
651
$2.84M 0.01%
63,150
+7,900
652
$2.83M 0.01%
197,861
-198,979
653
$2.83M 0.01%
61,492
-61,218
654
$2.83M 0.01%
100,893
-211,329
655
$2.82M 0.01%
29,162
-28,684
656
$2.8M 0.01%
269,352
-269,352
657
$2.8M 0.01%
34,958
-7,638
658
$2.78M 0.01%
77,902
-81,850
659
$2.76M 0.01%
53,311
-75,171
660
$2.76M 0.01%
250,944
-253,344
661
$2.75M 0.01%
55,451
-109,223
662
$2.75M 0.01%
56,272
-38,162
663
$2.74M 0.01%
8,871
-9,187
664
$2.73M 0.01%
2,654
665
$2.72M 0.01%
21,511
-22,595
666
$2.72M 0.01%
27,216
-27,026
667
$2.7M 0.01%
32,045
-18,981
668
$2.69M 0.01%
1,720
-1,720
669
$2.69M 0.01%
44,647
-44,515
670
$2.66M 0.01%
28,520
-153,868
671
$2.63M 0.01%
112,500
-112,500
672
$2.62M 0.01%
70,727
-70,727
673
$2.61M 0.01%
26,483
-26,835
674
$2.6M 0.01%
13,502
-13,502
675
$2.59M 0.01%
75,453
-75,453
25 26
27
28 29