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
2551
$9K ﹤0.01%
190
-80,497
2552
$9K ﹤0.01%
300
-400
2553
$9K ﹤0.01%
90
-12,825
2554
$9K ﹤0.01%
194
-10
2555
$9K ﹤0.01%
338
-501
2556
– –
0
2557
$9K ﹤0.01%
181
+3
2558
$9K ﹤0.01%
2,335
+1,801
2559
$9K ﹤0.01%
177
2560
$9K ﹤0.01%
101
-2
2561
$9K ﹤0.01%
392
+290
2562
$9K ﹤0.01%
183
+100
2563
$9K ﹤0.01%
100
2564
$9K ﹤0.01%
411
-2,876
2565
$9K ﹤0.01%
46
-108
2566
$9K ﹤0.01%
856
-7,038
2567
$9K ﹤0.01%
601
+315
2568
$9K ﹤0.01%
+122
2569
$9K ﹤0.01%
+399
2570
$9K ﹤0.01%
653
+553
2571
$9K ﹤0.01%
356
-352
2572
$8K ﹤0.01%
53
-92
2573
$8K ﹤0.01%
200
-1,426
2574
$8K ﹤0.01%
+282
2575
$8K ﹤0.01%
142
101 102
103
104 105