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
526
$14.2M 0.02%
438,464
+277,464
527
$14.1M 0.02%
117,927
+2,071
528
$14.1M 0.02%
362,192
+3,011
529
$14.1M 0.02%
296,065
+25,005
530
$14.1M 0.02%
259,219
-2,518
531
$14M 0.02%
239,732
+56,028
532
$13.9M 0.02%
232,702
-6,298
533
$13.9M 0.02%
17,321
+301
534
$13.9M 0.02%
362,786
+55,065
535
$13.9M 0.02%
29,962
+18,270
536
$13.9M 0.02%
674,178
+3,184
537
$13.8M 0.02%
54,354
+184
538
$13.8M 0.02%
267,609
+5,928
539
$13.7M 0.02%
860,652
-373
540
$13.6M 0.02%
141,147
+526
541
$13.5M 0.02%
119,381
-6,462
542
$13.5M 0.02%
47,471
-2,146
543
$13.4M 0.02%
98,136
+16,070
544
$13.3M 0.02%
454,352
+6,789
545
$13.3M 0.02%
48,112
+1,685
546
$13.2M 0.02%
123,420
+9,171
547
$13.1M 0.02%
207,550
+21,933
548
$13.1M 0.02%
51,438
+939
549
$13.1M 0.02%
84,815
+9,267
550
$13M 0.02%
78,482
+252
20 21
22
23 24