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
951
$707K ﹤0.01%
7,757
-19,671
952
$703K ﹤0.01%
4,626
-5,076
953
$702K ﹤0.01%
9,217
-9,115
954
$701K ﹤0.01%
40,000
955
$690K ﹤0.01%
54,889
-55,413
956
$689K ﹤0.01%
8,066
-7,760
957
$681K ﹤0.01%
4,358
-4,358
958
$674K ﹤0.01%
7,597
-7,537
959
$672K ﹤0.01%
9,736
-9,878
960
$671K ﹤0.01%
24,963
-24,963
961
$667K ﹤0.01%
10,967
-2,805
962
$662K ﹤0.01%
32,920
-32,920
963
$643K ﹤0.01%
12,212
-12,088
964
$640K ﹤0.01%
7,670
-5,634
965
$636K ﹤0.01%
28,148
-28,072
966
$632K ﹤0.01%
6,616
-5,708
967
$628K ﹤0.01%
2,933
-2,707
968
$624K ﹤0.01%
37,104
-37,104
969
$624K ﹤0.01%
30,566
-18,760
970
$617K ﹤0.01%
13,787
-13,787
971
$614K ﹤0.01%
+12,728
972
$613K ﹤0.01%
18,326
-18,326
973
$606K ﹤0.01%
10,436
-17,086
974
$605K ﹤0.01%
48,945
+13,861
975
$599K ﹤0.01%
13,837
-15,497
37 38
39
40 41