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
2701
$3K ﹤0.01%
+16
2702
$2K ﹤0.01%
153
-43
2703
$2K ﹤0.01%
146
+59
2704
$2K ﹤0.01%
317
2705
$2K ﹤0.01%
17
-617
2706
$2K ﹤0.01%
194
-312
2707
$2K ﹤0.01%
+33
2708
$2K ﹤0.01%
+50
2709
$2K ﹤0.01%
56
+29
2710
$2K ﹤0.01%
59
+51
2711
$2K ﹤0.01%
102
-879
2712
$2K ﹤0.01%
94
+40
2713
$2K ﹤0.01%
+63
2714
$2K ﹤0.01%
72
-1,449
2715
$2K ﹤0.01%
+66
2716
$2K ﹤0.01%
23
2717
$2K ﹤0.01%
69
-343
2718
$2K ﹤0.01%
+50
2719
$2K ﹤0.01%
40
2720
$2K ﹤0.01%
100
-346
2721
$2K ﹤0.01%
69
2722
$2K ﹤0.01%
24
-523
2723
$2K ﹤0.01%
58
2724
$2K ﹤0.01%
+118
2725
$2K ﹤0.01%
+7
107 108
109
110 111