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
851
$1.17M ﹤0.01%
21,107
-21,307
852
$1.17M ﹤0.01%
296
-296
853
$1.15M ﹤0.01%
7,100
-6,720
854
$1.14M ﹤0.01%
32,736
-32,258
855
$1.12M ﹤0.01%
19,061
-4,685
856
$1.12M ﹤0.01%
17,326
-14,336
857
$1.11M ﹤0.01%
18,116
-18,116
858
$1.1M ﹤0.01%
+18,203
859
$1.1M ﹤0.01%
+23,310
860
$1.09M ﹤0.01%
33,552
-33,378
861
$1.07M ﹤0.01%
12,877
-12,653
862
$1.07M ﹤0.01%
21,170
-18,828
863
$1.07M ﹤0.01%
22,500
-22,500
864
$1.06M ﹤0.01%
8,030
-8,030
865
$1.06M ﹤0.01%
41,149
-44,091
866
$1.05M ﹤0.01%
15,101
-14,899
867
$1.05M ﹤0.01%
23,752
-30,144
868
$1.05M ﹤0.01%
10,649
-10,649
869
$1.04M ﹤0.01%
12,956
-13,178
870
$1.04M ﹤0.01%
7,103
-7,083
871
$1.04M ﹤0.01%
14,601
-14,309
872
$1.03M ﹤0.01%
6,897
-6,337
873
$1.03M ﹤0.01%
25,059
-35
874
$1.03M ﹤0.01%
45,146
-45,484
875
$1.02M ﹤0.01%
7,360
-7,344
33 34
35
36 37