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
776
$1.68M ﹤0.01%
8,500
-8,500
777
$1.68M ﹤0.01%
22,988
-22,806
778
$1.66M ﹤0.01%
27,024
-27,024
779
$1.66M ﹤0.01%
92,750
-41,132
780
$1.65M ﹤0.01%
154,976
-154,470
781
$1.65M ﹤0.01%
44,373
-48,547
782
$1.65M ﹤0.01%
40,020
+30,020
783
$1.64M ﹤0.01%
2,443
-2,267
784
$1.63M ﹤0.01%
26,257
-16,819
785
$1.62M ﹤0.01%
86,725
-45,677
786
$1.61M ﹤0.01%
+120,000
787
$1.6M ﹤0.01%
13,319
-13,319
788
$1.58M ﹤0.01%
12,301
-10,845
789
$1.57M ﹤0.01%
11,935
-11,625
790
$1.57M ﹤0.01%
33,284
-33,284
791
$1.57M ﹤0.01%
18,233
-18,233
792
$1.57M ﹤0.01%
39,844
-39,788
793
$1.56M ﹤0.01%
17,174
-16,836
794
$1.54M ﹤0.01%
99,930
-99,868
795
$1.53M ﹤0.01%
24,473
-19,717
796
$1.5M ﹤0.01%
28,177
-28,091
797
$1.5M ﹤0.01%
17,539
+6,424
798
$1.49M ﹤0.01%
62,254
+24,268
799
$1.49M ﹤0.01%
+59,176
800
$1.47M ﹤0.01%
31,668
-11,116
30 31
32
33 34