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
SPDR Bloomberg High Yield Bond ETF
JNK
+$87.8M

Sector Composition

1 Technology 23%
2 Financials 14.96%
3 Healthcare 13.62%
4 Consumer Discretionary 12.5%
5 Communication Services 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3151
-920
3152
-19
3153
-15,000
3154
-1,551
3155
-5,513
3156
-484
3157
-80
3158
-28,306
3159
-95
3160
-1,059