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
2476
$15K ﹤0.01%
334
+269
2477
$15K ﹤0.01%
450
-792
2478
$15K ﹤0.01%
+864
2479
$15K ﹤0.01%
481
-1,544
2480
$15K ﹤0.01%
+998
2481
$15K ﹤0.01%
500
2482
$15K ﹤0.01%
149
2483
$15K ﹤0.01%
388
+239
2484
$15K ﹤0.01%
+175
2485
$15K ﹤0.01%
185
+104
2486
$15K ﹤0.01%
+219
2487
$15K ﹤0.01%
100
2488
$15K ﹤0.01%
420
+393
2489
$15K ﹤0.01%
500
2490
$14K ﹤0.01%
350
2491
$14K ﹤0.01%
257
2492
$14K ﹤0.01%
+242
2493
$14K ﹤0.01%
290
2494
$14K ﹤0.01%
479
2495
$14K ﹤0.01%
841
2496
$14K ﹤0.01%
392
2497
$14K ﹤0.01%
+200
2498
$14K ﹤0.01%
+77
2499
$14K ﹤0.01%
465
+53
2500
$14K ﹤0.01%
628
98 99
100
101 102