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
2726
$2K ﹤0.01%
143
+19
2727
$2K ﹤0.01%
118
-296
2728
$2K ﹤0.01%
+41
2729
$2K ﹤0.01%
+650
2730
$2K ﹤0.01%
+11
2731
$2K ﹤0.01%
72
-3,469
2732
$2K ﹤0.01%
+230
2733
$2K ﹤0.01%
142
2734
$2K ﹤0.01%
+83
2735
$2K ﹤0.01%
+27
2736
$2K ﹤0.01%
+35
2737
$2K ﹤0.01%
+45
2738
$2K ﹤0.01%
159
-308
2739
$2K ﹤0.01%
12
-507
2740
– –
0
2741
$2K ﹤0.01%
54
-317
2742
$2K ﹤0.01%
80
2743
$2K ﹤0.01%
68
2744
$2K ﹤0.01%
53
+3
2745
$1K ﹤0.01%
+57
2746
$1K ﹤0.01%
+100
2747
$1K ﹤0.01%
15
-727
2748
$1K ﹤0.01%
50
-281
2749
$1K ﹤0.01%
32
2750
$1K ﹤0.01%
20
-79
108 109
110
111 112