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
1101
$302K ﹤0.01%
15,938
-15,938
1102
$302K ﹤0.01%
5,315
-5,207
1103
$297K ﹤0.01%
7,765
-7,765
1104
$294K ﹤0.01%
6,262
-6,262
1105
$293K ﹤0.01%
6,033
-5,911
1106
$293K ﹤0.01%
2,535
-1,967
1107
$293K ﹤0.01%
21,345
-19,745
1108
$292K ﹤0.01%
37,000
-37,000
1109
$290K ﹤0.01%
+13,784
1110
$288K ﹤0.01%
8,875
-5,393
1111
$288K ﹤0.01%
5,523
-4,904
1112
$286K ﹤0.01%
15,918
-14,978
1113
$284K ﹤0.01%
3,949
-2,251
1114
$272K ﹤0.01%
7,157
-7,018
1115
$272K ﹤0.01%
1,371
-1,371
1116
$271K ﹤0.01%
11,013
-11,013
1117
$268K ﹤0.01%
4,616
-4,568
1118
$268K ﹤0.01%
15,228
-15,228
1119
$268K ﹤0.01%
16,825
-14,961
1120
$267K ﹤0.01%
3,195
-3,195
1121
$266K ﹤0.01%
+3,466
1122
$264K ﹤0.01%
4,986
-4,986
1123
$262K ﹤0.01%
4,000
-4,000
1124
$259K ﹤0.01%
3,725
-3,725
1125
$257K ﹤0.01%
6,053
-6,053
43 44
45
46 47