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
1051
$384K ﹤0.01%
6,056
-6,056
1052
$383K ﹤0.01%
21,253
-21,253
1053
$380K ﹤0.01%
6,565
-10,815
1054
$380K ﹤0.01%
10,590
-10,610
1055
$379K ﹤0.01%
2,145
-2,145
1056
$379K ﹤0.01%
+5,000
1057
$377K ﹤0.01%
3,627
-3,277
1058
$371K ﹤0.01%
4,721
-5,853
1059
$368K ﹤0.01%
8,980
-28,028
1060
$367K ﹤0.01%
2,225
-1,980
1061
$364K ﹤0.01%
3,447
-2,757
1062
$361K ﹤0.01%
5,198
-5,198
1063
$360K ﹤0.01%
4,600
-6,634
1064
$358K ﹤0.01%
29,549
-28,637
1065
$355K ﹤0.01%
4,140
-4,140
1066
$353K ﹤0.01%
3,117
-3,163
1067
$352K ﹤0.01%
3,000
-3,000
1068
$351K ﹤0.01%
1,665
-1,565
1069
$350K ﹤0.01%
15,000
-15,000
1070
$350K ﹤0.01%
19,636
-19,636
1071
$350K ﹤0.01%
15,470
-16,441
1072
$349K ﹤0.01%
+24,384
1073
$348K ﹤0.01%
4,499
-4,499
1074
$348K ﹤0.01%
38,500
-38,500
1075
$345K ﹤0.01%
29,209
-29,209
41 42
43
44 45