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
901
$910K ﹤0.01%
73,075
-182,101
902
$907K ﹤0.01%
11,722
-11,674
903
$900K ﹤0.01%
58,739
-58,739
904
$895K ﹤0.01%
7,763
-7,763
905
$892K ﹤0.01%
40,309
-40,211
906
$891K ﹤0.01%
24,076
-24,052
907
$890K ﹤0.01%
12,392
-12,392
908
$888K ﹤0.01%
12,108
-12,108
909
$885K ﹤0.01%
14,324
-14,206
910
$880K ﹤0.01%
6,590
-6,690
911
$879K ﹤0.01%
43,000
-43,000
912
$878K ﹤0.01%
20,623
+3,593
913
$874K ﹤0.01%
30,098
-26,688
914
$860K ﹤0.01%
33,721
-37,693
915
$855K ﹤0.01%
+40,429
916
$850K ﹤0.01%
21,938
-20,914
917
$840K ﹤0.01%
3,412
-3,288
918
$839K ﹤0.01%
6,434
-6,382
919
$837K ﹤0.01%
4,333
-4,333
920
$835K ﹤0.01%
22,686
-22,516
921
$834K ﹤0.01%
16,955
-17,251
922
$829K ﹤0.01%
25,418
-25,418
923
$824K ﹤0.01%
35,400
-43,054
924
$820K ﹤0.01%
14,053
-13,741
925
$819K ﹤0.01%
13,880
+1,474
35 36
37
38 39