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
826
$1.36M ﹤0.01%
108,800
-4,665
827
$1.35M ﹤0.01%
37,445
-37,245
828
$1.35M ﹤0.01%
76,374
-95,652
829
$1.35M ﹤0.01%
24,219
-23,419
830
$1.31M ﹤0.01%
51,076
-51,076
831
$1.31M ﹤0.01%
31,098
-30,950
832
$1.3M ﹤0.01%
17,593
-15,591
833
$1.29M ﹤0.01%
33,050
-61,850
834
$1.28M ﹤0.01%
8,468
-8,468
835
$1.28M ﹤0.01%
12,378
-12,314
836
$1.27M ﹤0.01%
17,489
-17,489
837
$1.27M ﹤0.01%
+21,564
838
$1.27M ﹤0.01%
27,003
-27,003
839
$1.25M ﹤0.01%
+58,864
840
$1.24M ﹤0.01%
18,166
+3,750
841
$1.24M ﹤0.01%
23,847
-23,847
842
$1.24M ﹤0.01%
68,724
-68,724
843
$1.23M ﹤0.01%
29,218
-29,044
844
$1.21M ﹤0.01%
20,273
-20,097
845
$1.21M ﹤0.01%
15,917
-14,423
846
$1.2M ﹤0.01%
23,870
-23,870
847
$1.2M ﹤0.01%
11,663
-11,663
848
$1.2M ﹤0.01%
+20,413
849
$1.2M ﹤0.01%
14,808
-14,766
850
$1.19M ﹤0.01%
33,834
-34,024
32 33
34
35 36