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
576
$11.6M 0.02%
109,012
+31,385
577
$11.5M 0.02%
91,226
-30,587
578
$11.5M 0.02%
650,857
+2,597
579
$11.3M 0.02%
35,722
+536
580
$11.3M 0.02%
46,683
+1,769
581
$11.3M 0.02%
2,273
+95
582
$11.3M 0.02%
105,039
-330,954
583
$11.2M 0.02%
38,319
+892
584
$11.1M 0.02%
183,556
+20,293
585
$11.1M 0.02%
147,059
586
$11M 0.01%
44,797
+1,685
587
$10.8M 0.01%
74,732
+5,433
588
$10.8M 0.01%
113,182
+63,547
589
$10.7M 0.01%
207,295
-654
590
$10.7M 0.01%
196,679
-44,470
591
$10.4M 0.01%
676,453
-3,370
592
$10.2M 0.01%
42,179
+1,302
593
$10.1M 0.01%
167,673
+19,552
594
$10.1M 0.01%
149,985
-559
595
$10.1M 0.01%
89,740
+2,820
596
$10.1M 0.01%
45,149
+727
597
$10.1M 0.01%
81,042
-92
598
$10M 0.01%
151,975
-142,629
599
$9.92M 0.01%
70,454
+34,495
600
$9.91M 0.01%
48,306
+1,417
22 23
24
25 26