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
2526
$11K ﹤0.01%
222
-211
2527
$11K ﹤0.01%
806
+596
2528
$11K ﹤0.01%
234
2529
$11K ﹤0.01%
160
2530
$11K ﹤0.01%
1,000
2531
$11K ﹤0.01%
+100
2532
$11K ﹤0.01%
1,675
2533
$11K ﹤0.01%
350
-350
2534
$11K ﹤0.01%
+22
2535
$10K ﹤0.01%
+800
2536
$10K ﹤0.01%
454
-300
2537
$10K ﹤0.01%
+958
2538
$10K ﹤0.01%
+500
2539
$10K ﹤0.01%
325
-25
2540
$10K ﹤0.01%
300
2541
$10K ﹤0.01%
4,633
2542
$10K ﹤0.01%
200
2543
$10K ﹤0.01%
+322
2544
$10K ﹤0.01%
112
-225
2545
$10K ﹤0.01%
66
-524
2546
$10K ﹤0.01%
215
-376
2547
$10K ﹤0.01%
1,000
2548
$10K ﹤0.01%
3,000
2549
$9K ﹤0.01%
500
2550
$9K ﹤0.01%
265
+217
100 101
102
103 104