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
2626
$6K ﹤0.01%
66
-21
2627
$6K ﹤0.01%
100
2628
$6K ﹤0.01%
+859
2629
$5K ﹤0.01%
98
-205
2630
$5K ﹤0.01%
+45
2631
$5K ﹤0.01%
55
-241
2632
$5K ﹤0.01%
+194
2633
$5K ﹤0.01%
442
-203
2634
$5K ﹤0.01%
+261
2635
$5K ﹤0.01%
75
2636
$5K ﹤0.01%
82
2637
$5K ﹤0.01%
200
2638
$5K ﹤0.01%
+50
2639
$5K ﹤0.01%
75
2640
$5K ﹤0.01%
110
+65
2641
$5K ﹤0.01%
200
2642
$5K ﹤0.01%
38
2643
$5K ﹤0.01%
+666
2644
$5K ﹤0.01%
389
+241
2645
$5K ﹤0.01%
83
-191
2646
$5K ﹤0.01%
44
2647
$5K ﹤0.01%
+201
2648
$5K ﹤0.01%
268
+77
2649
$5K ﹤0.01%
343
+261
2650
$4K ﹤0.01%
44
104 105
106
107 108