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
2576
$8K ﹤0.01%
549
+419
2577
$8K ﹤0.01%
1,764
+1,675
2578
$8K ﹤0.01%
262
2579
$8K ﹤0.01%
514
2580
$8K ﹤0.01%
+100
2581
$8K ﹤0.01%
1,868
-1,266
2582
$8K ﹤0.01%
1,688
+1,450
2583
$8K ﹤0.01%
360
-6
2584
$8K ﹤0.01%
401
+118
2585
$8K ﹤0.01%
230
2586
$8K ﹤0.01%
100
2587
$7K ﹤0.01%
803
+738
2588
$7K ﹤0.01%
192
+45
2589
$7K ﹤0.01%
482
+429
2590
$7K ﹤0.01%
496
+324
2591
$7K ﹤0.01%
+925
2592
$7K ﹤0.01%
+94
2593
$7K ﹤0.01%
148
-52,041
2594
$7K ﹤0.01%
139
-3
2595
$7K ﹤0.01%
200
-68
2596
$7K ﹤0.01%
+108
2597
$7K ﹤0.01%
245
2598
$7K ﹤0.01%
300
2599
$7K ﹤0.01%
327
2600
$7K ﹤0.01%
+200
102 103
104
105 106