Eaton Vance Management is based out of Boston. Eaton Vance Management is a hedge fund with 4053 clients and discretionary assets under management (AUM) of $84,879,368,900 (Form ADV from 2025-03-26). Whalewisdom has at least 111 13F filings, and 312 13G filings
Business Description
Eaton Vance and its advisory affiliates are the investment management division of Morgan Stanley, a publicly held company. Eaton Vance is a wholly-owned subsidiary of Morgan Stanley, a leading global financial services firm providing investment banking, securities, wealth management, and investment management services. They have been providing investment advice since 1924.
Advisory Affiliates may invest on behalf of themselves in securities and other instruments appropriate for the funds and/or client accounts managed by them. At times, the Advisory Affiliates will give advice or take action for their own accounts that differs from, conflicts with, or is adverse to advice given or action taken for any of the Advisory Clients.
Investment Strategy
Eaton Vance offers a variety of investment strategies to address the particular investment objectives of its clients, investing in a wide range of financial instruments and asset classes. They emphasize equity or debt instruments judged to have unrecognized value or investment potential, seeking above-average long-term investment results. Investment decisions are generally made with a long-term outlook and a perspective for capital preservation.
In managing investment portfolios, Eaton Vance directs considerable attention to the overall composition of the portfolio in order to seek to provide proper portfolio balance and diversification, and thus reduce risk. The investment approaches and material risks described are not comprehensive, and a particular investment strategy can involve additional investment selection criteria and be subject to additional risks not described.
Other Contact Information
(Subscription Required)

2025-03-31
Top Buys (13F)
Name | % Change |
---|---|
FLUT Flutter Entertainmen | 0.21% |
FWONK Formula One Group | 0.12% |
EVSD Eaton Vance Short Du | 0.04% |
BRK.A Berkshire Hathaway I | 0.03% |
STLA Stellantis NV | 0.03% |

2025-03-31
Top Sells (13F)
Name | % Change |
---|---|
GOOGL Alphabet Inc. Class | 0.09% |
BAH Booz Allen Hamilton | 0.08% |
TRU TransUnion | 0.07% |
RHI Robert Half Inc | 0.06% |
LNG Cheniere Energy Inc | 0.04% |

2025-03-31
13F Holdings Summary
Name | $ Change |
---|---|
AAPL Apple Inc | 0.28% |
MSFT Microsoft Corporatio | 0.23% |
NVDA NVIDIA Corp | 0.22% |
AMZN Amazon.com Inc | 0.16% |
META Meta Platforms Inc | 0.1% |
All or part of EATON VANCE MANAGEMENT 13F disclosures were filed
under a combined 13F through
MORGAN STANLEY
AMERITAS INVESTMENT PARTNERS, INC.
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
for 2025-03-31
for 2025-03-31

2025-03-31
13F Activity
Market Value | $27.7b, Prior: $29.5b |
Inflows (Outflows) as % of Total MV | (-1.3263)% |
New Purchases | 29 stocks |
Added To | 434 stocks |
Sold out of | 0 stocks |
Reduced holdings in | 739 stocks |
Top 10 Holdings % | 26.5% |
Turnover %[1] | 0.95% |
Turnover Alt %[2] | 5.96% |
Time Held Top 20 | 4.8 quarters |
Time Held Top 10 | 5.8 quarters |
Time Held All | 7.28 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data

2025-03-31
Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31