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
1076
$343K ﹤0.01%
5,060
-5,060
1077
$339K ﹤0.01%
10,017
-10,018
1078
$338K ﹤0.01%
5,084
-4,916
1079
$337K ﹤0.01%
9,323
-9,323
1080
$336K ﹤0.01%
14,286
-13,882
1081
$336K ﹤0.01%
7,648
-7,648
1082
$333K ﹤0.01%
8,000
-8,000
1083
$330K ﹤0.01%
9,987
1084
$327K ﹤0.01%
20,000
-20,000
1085
$326K ﹤0.01%
8,943
-7,647
1086
$325K ﹤0.01%
31,670
-31,370
1087
$321K ﹤0.01%
5,176
-5,128
1088
$320K ﹤0.01%
20,939
-20,407
1089
$320K ﹤0.01%
16,680
-14,868
1090
$318K ﹤0.01%
+15,497
1091
$317K ﹤0.01%
38,580
-38,579
1092
$316K ﹤0.01%
+10,740
1093
$315K ﹤0.01%
8,593
-7,881
1094
$315K ﹤0.01%
31,646
-31,646
1095
$311K ﹤0.01%
6,155
-6,155
1096
$309K ﹤0.01%
+16,652
1097
$306K ﹤0.01%
6,891
-6,891
1098
$305K ﹤0.01%
18,560
-13,560
1099
$303K ﹤0.01%
19,605
-16,105
1100
$302K ﹤0.01%
+30,555
42 43
44
45 46