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
2751
$1K ﹤0.01%
64
2752
$1K ﹤0.01%
110
+10
2753
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+30
2754
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+30
2755
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21
+7
2756
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+25
2757
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36
-753
2758
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+100
2759
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20
2760
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31
2761
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+25
2762
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+25
2763
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6
2764
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+50
2765
$1K ﹤0.01%
6
2766
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9
-140
2767
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+65
2768
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+10
2769
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+31
2770
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+4
2771
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+5
2772
$1K ﹤0.01%
+25
2773
$1K ﹤0.01%
35
2774
$1K ﹤0.01%
14
-300
2775
$1K ﹤0.01%
17
109 110
111
112 113