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
376
$30.4M 0.04%
255,579
+2,147
377
$30.4M 0.04%
125,818
+125,513
378
$30.4M 0.04%
317,101
+3,786
379
$30.1M 0.04%
77,718
+6,054
380
$30.1M 0.04%
618,826
-4,605
381
$29.7M 0.04%
152,184
+209
382
$29.7M 0.04%
1,080,457
+384,800
383
$29.2M 0.04%
441,205
+32,168
384
$29.1M 0.04%
907,695
+7,263
385
$29M 0.04%
352,337
+7,029
386
$29M 0.04%
1,267,124
+50,135
387
$28.8M 0.04%
250,439
+33,506
388
$28.8M 0.04%
1,100,300
+4,600
389
$28.7M 0.04%
127,555
+12,686
390
$28.4M 0.04%
210,124
-7,011
391
$28.1M 0.04%
1,391,521
+30,352
392
$27.8M 0.04%
286,323
-228,180
393
$27.2M 0.04%
492,590
-6,154
394
$26.7M 0.04%
1,093,100
+58,020
395
$26.7M 0.04%
410,983
+290
396
$26.6M 0.04%
399,184
-636,369
397
$26.6M 0.04%
133,193
+1,088
398
$26.3M 0.04%
+147,477
399
$26.3M 0.04%
57,247
-410
400
$26M 0.04%
109,531
+11,846
14 15
16
17 18