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
551
$13M 0.02%
221,088
+7,107
552
$13M 0.02%
132,545
+4,825
553
$12.9M 0.02%
149,919
+55,020
554
$12.8M 0.02%
134,148
-282,968
555
$12.7M 0.02%
115,004
+5,418
556
$12.6M 0.02%
751,628
+34,523
557
$12.6M 0.02%
956,636
+20,741
558
$12.6M 0.02%
81,194
-4,351
559
$12.5M 0.02%
104,696
-7,485
560
$12.4M 0.02%
+477,671
561
$12.4M 0.02%
141,325
+4,826
562
$12.4M 0.02%
120,301
+3,271
563
$12.2M 0.02%
66,183
+29,788
564
$12.2M 0.02%
200,931
+16,594
565
$12.1M 0.02%
719,072
-903,733
566
$12.1M 0.02%
226,842
+9,373
567
$12M 0.02%
70,000
-418
568
$12M 0.02%
118,363
+26,840
569
$11.9M 0.02%
132,144
+1,400
570
$11.8M 0.02%
548,605
+13,412
571
$11.8M 0.02%
85,942
+19,620
572
$11.7M 0.02%
89,666
+767
573
$11.7M 0.02%
42,929
+5,980
574
$11.6M 0.02%
195,408
-61
575
$11.6M 0.02%
230,360
-398
21 22
23
24 25