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
2776
$1K ﹤0.01%
33
2777
$1K ﹤0.01%
+147
2778
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+8
2779
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58
2780
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18
2781
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+2
2782
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2783
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2784
$1K ﹤0.01%
100
-1,882
2785
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+33
2786
$1K ﹤0.01%
35
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2787
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2788
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20
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2789
$1K ﹤0.01%
+20
2790
$1K ﹤0.01%
+100
2791
– –
-1,000
2792
– –
-532
2793
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2794
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2795
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-78
2796
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0
2797
– –
-1,100
2798
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-604
2799
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-204
2800
– –
-956
110 111
112
113 114