EVM
Eaton Vance Management Portfolio holdings
AUM
$67.5B
1-Year Return
11.44%
This Quarter Return
+6.87%
1 Year Return
-11.44%
3 Year Return
+49.66%
5 Year Return
+94.38%
10 Year Return
–
AUM
$67.4B
AUM Growth
+$3.85B
(+6.1%)
Cap. Flow
+$335M
Cap. Flow
% of AUM
0.5%
Top 10 Holdings %
Top 10 Hldgs %
23.92%
Holding
2,940
New
1,497
Increased
880
Reduced
399
Closed
17
Top Buys
| 1 |
Coca-Cola
KO
|
+$123M |
| 2 |
Tesla
TSLA
|
+$122M |
| 3 |
Capri Holdings
CPRI
|
+$86.9M |
| 4 |
Walt Disney
DIS
|
+$84.6M |
| 5 |
TE Connectivity
TEL
|
+$78.4M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$251M |
| 2 |
Meta Platforms (Facebook)
META
|
+$178M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$139M |
| 4 |
Lowe's Companies
LOW
|
+$128M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$127M |
Sector Composition
| 1 | Technology | 22.43% |
| 2 | Financials | 15.13% |
| 3 | Healthcare | 13.71% |
| 4 | Consumer Discretionary | 12.44% |
| 5 | Communication Services | 10.83% |
