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
751
$1.88M ﹤0.01%
88,986
-90,296
752
$1.87M ﹤0.01%
70,538
-190,806
753
$1.87M ﹤0.01%
16,775
-15,619
754
$1.86M ﹤0.01%
69,815
-72,325
755
$1.83M ﹤0.01%
25,055
-11,037
756
$1.83M ﹤0.01%
81,891
-81,591
757
$1.83M ﹤0.01%
30,230
-10,738
758
$1.81M ﹤0.01%
17,741
-17,613
759
$1.81M ﹤0.01%
+30,722
760
$1.8M ﹤0.01%
46,698
+12,076
761
$1.79M ﹤0.01%
+1,952
762
$1.79M ﹤0.01%
48,320
-49,120
763
$1.78M ﹤0.01%
218,167
-218,167
764
$1.77M ﹤0.01%
28,075
-28,075
765
$1.75M ﹤0.01%
+28,188
766
$1.75M ﹤0.01%
15,878
-17,034
767
$1.75M ﹤0.01%
38,987
-38,987
768
$1.73M ﹤0.01%
19,217
-19,187
769
$1.73M ﹤0.01%
53,107
-53,106
770
$1.73M ﹤0.01%
+76,530
771
$1.72M ﹤0.01%
51,491
-14,477
772
$1.72M ﹤0.01%
55,852
-54,492
773
$1.71M ﹤0.01%
15,404
-15,282
774
$1.7M ﹤0.01%
66,878
-66,732
775
$1.7M ﹤0.01%
35,722
-35,722
29 30
31
32 33