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
$74.1B
AUM Growth
+$6.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,160
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$105M
3
+$103M
4
AAPL icon
Apple
AAPL
+$98.3M
5
RBLX icon
Roblox
RBLX
+$81.5M

Top Sells

1
+$130M
2
+$126M
3
+$101M
4
ABT icon
Abbott
ABT
+$100M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$87.8M

Sector Composition

1 Technology 23%
2 Financials 14.97%
3 Healthcare 13.62%
4 Consumer Discretionary 12.49%
5 Communication Services 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$63.6M 0.09%
72,693
+207
227
$62.9M 0.09%
967,400
+45,900
228
$62.8M 0.08%
1,915,046
+47,984
229
$62.3M 0.08%
731,365
+111,012
230
$61.8M 0.08%
2,283,797
+61,832
231
$61.4M 0.08%
424,802
-2,848
232
$61.2M 0.08%
778,444
-7,369
233
$61.2M 0.08%
399,478
+33,034
234
$60.9M 0.08%
175,454
+3,581
235
$60.7M 0.08%
1,039,635
+47,207
236
$60.6M 0.08%
294,687
+4,972
237
$60.3M 0.08%
1,395,639
+142,810
238
$59.8M 0.08%
281,154
+11,147
239
$59.5M 0.08%
418,082
+16,317
240
$59.1M 0.08%
789,979
+44,810
241
$58.2M 0.08%
767,330
+30,656
242
$57.3M 0.08%
358,058
+59,127
243
$56.7M 0.08%
1,383,073
+374,100
244
$56.6M 0.08%
163,514
+26
245
$56.6M 0.08%
261,875
+6,320
246
$56.4M 0.08%
2,148,876
+409,789
247
$56.1M 0.08%
536,893
+151,906
248
$55.8M 0.08%
1,974,206
+91,432
249
$55.7M 0.08%
522,064
+5,556
250
$55.1M 0.07%
591,158
+159,197
8 9
10
11 12