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
476
$17.7M 0.02%
31,817
+345
477
$17.4M 0.02%
280,987
+981
478
$17.4M 0.02%
329,754
-120,752
479
$17.3M 0.02%
150,201
-28,223
480
$17.3M 0.02%
90,403
+1,053
481
$17.1M 0.02%
222,208
-279,056
482
$17M 0.02%
116,641
+4,089
483
$16.9M 0.02%
97,149
+3,621
484
$16.9M 0.02%
369,544
+357,443
485
$16.9M 0.02%
78,111
-6,793
486
$16.9M 0.02%
125,318
-32,881
487
$16.8M 0.02%
278,759
+8,524
488
$16.8M 0.02%
372,435
+118,688
489
$16.8M 0.02%
378,255
+27,801
490
$16.6M 0.02%
27,212
+984
491
$16.6M 0.02%
69,267
+5,148
492
$16.5M 0.02%
94,996
+5,872
493
$16.5M 0.02%
227,811
-1,882
494
$16.4M 0.02%
29,311
+438
495
$16.3M 0.02%
63,214
+41,770
496
$16.2M 0.02%
198,238
+41,153
497
$16.2M 0.02%
237,259
+140,679
498
$16M 0.02%
503,140
-102,491
499
$16M 0.02%
195,396
+2,105
500
$15.6M 0.02%
157,364
-51,384
18 19
20
21 22