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
2651
$4K ﹤0.01%
1,000
2652
$4K ﹤0.01%
1,106
-822,087
2653
$4K ﹤0.01%
48
-75
2654
$4K ﹤0.01%
531
+286
2655
$4K ﹤0.01%
+37
2656
$4K ﹤0.01%
+96
2657
$4K ﹤0.01%
132
-471
2658
$4K ﹤0.01%
+110
2659
$4K ﹤0.01%
525
2660
$4K ﹤0.01%
+200
2661
$4K ﹤0.01%
419
+361
2662
$4K ﹤0.01%
+240
2663
$4K ﹤0.01%
+374
2664
$4K ﹤0.01%
200
2665
$4K ﹤0.01%
200
-2,422
2666
$4K ﹤0.01%
123
+46
2667
$4K ﹤0.01%
+100
2668
$4K ﹤0.01%
54
+43
2669
$4K ﹤0.01%
164
-4,254
2670
$4K ﹤0.01%
+24
2671
$4K ﹤0.01%
38
-37
2672
$4K ﹤0.01%
1,000
2673
$3K ﹤0.01%
+100
2674
$3K ﹤0.01%
+213
2675
$3K ﹤0.01%
+175
105 106
107
108 109