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
876
$1.02M ﹤0.01%
15,652
-15,652
877
$1.02M ﹤0.01%
13,500
-13,500
878
$1.02M ﹤0.01%
20,524
-20,524
879
$1.01M ﹤0.01%
10,770
-1,242
880
$1.01M ﹤0.01%
27,648
-26,134
881
$1M ﹤0.01%
41,216
-118,382
882
$999K ﹤0.01%
26,176
-26,176
883
$996K ﹤0.01%
45,708
-46,700
884
$995K ﹤0.01%
15,820
-15,820
885
$974K ﹤0.01%
72,609
-72,905
886
$973K ﹤0.01%
18,729
-18,649
887
$971K ﹤0.01%
59,000
-59,000
888
$964K ﹤0.01%
38,730
-38,730
889
$963K ﹤0.01%
16,343
-16,281
890
$962K ﹤0.01%
70,809
-31,815
891
$961K ﹤0.01%
26,869
-6,633
892
$960K ﹤0.01%
8,666
-7,656
893
$950K ﹤0.01%
57,134
-51,726
894
$939K ﹤0.01%
316
+36
895
$932K ﹤0.01%
13,011
-13,011
896
$921K ﹤0.01%
31,541
-31,159
897
$919K ﹤0.01%
22,882
-5,750
898
$917K ﹤0.01%
3,358
-16,996
899
$917K ﹤0.01%
12,113
-12,113
900
$913K ﹤0.01%
75,912
-75,913
34 35
36
37 38