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
926
$814K ﹤0.01%
18,332
-16,792
927
$814K ﹤0.01%
11,393
-11,149
928
$811K ﹤0.01%
20,082
-21,160
929
$804K ﹤0.01%
15,935
-21,497
930
$798K ﹤0.01%
34,665
-64,665
931
$798K ﹤0.01%
35,189
-35,389
932
$795K ﹤0.01%
8,820
-8,794
933
$782K ﹤0.01%
44,088
-13,511
934
$779K ﹤0.01%
+1,064
935
$772K ﹤0.01%
25,473
-25,473
936
$771K ﹤0.01%
850
-850
937
$769K ﹤0.01%
27,737
-27,271
938
$757K ﹤0.01%
+4,346
939
$747K ﹤0.01%
80,293
-77,679
940
$744K ﹤0.01%
20,988
-18,666
941
$741K ﹤0.01%
26,898
-26,898
942
$740K ﹤0.01%
46,785
-45,975
943
$738K ﹤0.01%
8,630
-2,690
944
$738K ﹤0.01%
5,733
-5,629
945
$735K ﹤0.01%
27,614
-27,614
946
$735K ﹤0.01%
5,040
-3,240
947
$727K ﹤0.01%
10,519
-11,919
948
$721K ﹤0.01%
12,610
-12,560
949
$709K ﹤0.01%
+6,239
950
$708K ﹤0.01%
6,412
-6,362
36 37
38
39 40