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
676
$2.59M 0.01%
124,170
-124,170
677
$2.59M 0.01%
19,746
-19,746
678
$2.59M 0.01%
120,677
-478,062
679
$2.54M 0.01%
109,538
-89,052
680
$2.54M 0.01%
90,000
-90,000
681
$2.54M 0.01%
96,444
-94,976
682
$2.52M 0.01%
46,506
-45,902
683
$2.5M 0.01%
31,048
-39,597
684
$2.5M 0.01%
82,384
-25,138
685
$2.49M 0.01%
59,201
-116,823
686
$2.49M 0.01%
146,560
-143,022
687
$2.48M 0.01%
14,944
-16,070
688
$2.47M 0.01%
74,872
-74,872
689
$2.46M 0.01%
64,725
-63,149
690
$2.46M 0.01%
22,201
-22,003
691
$2.46M 0.01%
+46,775
692
$2.45M 0.01%
79,077
-79,435
693
$2.44M 0.01%
58,441
-58,441
694
$2.41M 0.01%
24,000
-24,000
695
$2.41M 0.01%
41,056
-70,574
696
$2.4M 0.01%
+38,609
697
$2.4M 0.01%
49,097
-49,097
698
$2.39M 0.01%
25,255
-47,249
699
$2.38M 0.01%
15,122
-17,048
700
$2.38M 0.01%
16,457
-16,879
26 27
28
29 30