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
451
$19.9M 0.03%
+449,602
452
$19.9M 0.03%
341,439
+2,716
453
$19.8M 0.03%
170,341
-1,672
454
$19.7M 0.03%
1,344,221
-9,974
455
$19.7M 0.03%
90,720
+7,523
456
$19.7M 0.03%
233,749
-15,832
457
$19.4M 0.03%
516,241
+98,656
458
$19.4M 0.03%
407,734
+2,254
459
$19.3M 0.03%
182,764
-314
460
$19.2M 0.03%
143,683
+9,704
461
$19M 0.03%
593,245
+11,145
462
$18.7M 0.03%
281,980
+2,130
463
$18.7M 0.03%
151,832
+51,103
464
$18.7M 0.03%
238,816
-141,619
465
$18.6M 0.03%
600,060
-4,363
466
$18.6M 0.03%
104,679
467
$18.5M 0.03%
387,827
+29,017
468
$18.5M 0.03%
196,945
-12,236
469
$18.4M 0.02%
174,670
-116,000
470
$18.4M 0.02%
148,131
-346
471
$18.2M 0.02%
377,098
+31,761
472
$18M 0.02%
103,376
-749
473
$17.9M 0.02%
+398,412
474
$17.8M 0.02%
556,780
-118,520
475
$17.7M 0.02%
142,046
+82,642
17 18
19
20 21