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
2501
$14K ﹤0.01%
267
-124
2502
$14K ﹤0.01%
376
-80
2503
$14K ﹤0.01%
1,731
+1,615
2504
$14K ﹤0.01%
278
-232
2505
$13K ﹤0.01%
2,228
-2,426
2506
$13K ﹤0.01%
409
+369
2507
$13K ﹤0.01%
125
-61
2508
$13K ﹤0.01%
165
-386
2509
$13K ﹤0.01%
157
2510
$13K ﹤0.01%
400
2511
$12K ﹤0.01%
+10
2512
$12K ﹤0.01%
+1,250
2513
$12K ﹤0.01%
1,063
2514
$12K ﹤0.01%
+121
2515
$12K ﹤0.01%
+269
2516
$12K ﹤0.01%
466
+189
2517
$12K ﹤0.01%
+500
2518
$12K ﹤0.01%
319
+98
2519
$12K ﹤0.01%
74
-3
2520
$12K ﹤0.01%
1,000
2521
$12K ﹤0.01%
+150
2522
$12K ﹤0.01%
223
+153
2523
$12K ﹤0.01%
125
2524
$12K ﹤0.01%
275
+241
2525
$11K ﹤0.01%
290
99 100
101
102 103