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
726
$2.06M ﹤0.01%
36,770
-39,714
727
$2.05M ﹤0.01%
21,002
-21,394
728
$2.04M ﹤0.01%
15,355
-15,247
729
$2.04M ﹤0.01%
25,000
730
$2.04M ﹤0.01%
361,257
-361,258
731
$2.03M ﹤0.01%
44,141
-53,273
732
$2.02M ﹤0.01%
10,853
-10,794
733
$2.01M ﹤0.01%
19,242
-19,242
734
$2.01M ﹤0.01%
33,151
+400
735
$2.01M ﹤0.01%
77,457
-77,457
736
$1.99M ﹤0.01%
61,000
-61,000
737
$1.98M ﹤0.01%
24,181
-23,819
738
$1.97M ﹤0.01%
26,811
-9,763
739
$1.97M ﹤0.01%
65,050
-65,050
740
$1.96M ﹤0.01%
45,154
-45,102
741
$1.95M ﹤0.01%
53,496
-10,756
742
$1.94M ﹤0.01%
35,332
-35,332
743
$1.94M ﹤0.01%
73,320
-73,320
744
$1.94M ﹤0.01%
20,490
-20,570
745
$1.93M ﹤0.01%
6,848
-6,848
746
$1.91M ﹤0.01%
54,097
-398,241
747
$1.9M ﹤0.01%
43,671
-43,671
748
$1.9M ﹤0.01%
175,309
-175,095
749
$1.9M ﹤0.01%
70,185
-70,185
750
$1.89M ﹤0.01%
+43,414
28 29
30
31 32