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
701
$2.37M 0.01%
199,972
-199,972
702
$2.37M 0.01%
15,353
-15,079
703
$2.36M 0.01%
34,098
-52,666
704
$2.34M 0.01%
18,882
-17,278
705
$2.32M 0.01%
49,478
-49,478
706
$2.29M 0.01%
56,432
-84,432
707
$2.28M 0.01%
30,200
-30,052
708
$2.27M 0.01%
+1,114
709
$2.23M 0.01%
+10,027
710
$2.22M 0.01%
305,122
-305,122
711
$2.21M 0.01%
99,617
-99,049
712
$2.21M 0.01%
36,180
-37,390
713
$2.2M 0.01%
63,618
-63,617
714
$2.19M 0.01%
+42,480
715
$2.19M 0.01%
66,271
-325
716
$2.19M 0.01%
36,623
-34,623
717
$2.19M 0.01%
35,000
-35,000
718
$2.16M 0.01%
80,063
-80,063
719
$2.15M 0.01%
52,748
-55,864
720
$2.13M 0.01%
13,688
-13,698
721
$2.13M 0.01%
49,274
-49,132
722
$2.12M 0.01%
43,942
-43,942
723
$2.12M 0.01%
30,237
-30,237
724
$2.1M 0.01%
52,603
-77,241
725
$2.09M 0.01%
14,505
-8,793
27 28
29
30 31