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
601
$9.81M 0.01%
95,975
+5,221
602
$9.79M 0.01%
50,654
+50,624
603
$9.73M 0.01%
61,070
+714
604
$9.69M 0.01%
220,376
+946
605
$9.66M 0.01%
249,222
-1,928
606
$9.65M 0.01%
25,837
+919
607
$9.64M 0.01%
443,059
-247
608
$9.64M 0.01%
84,237
+3,023
609
$9.62M 0.01%
93,861
+13,229
610
$9.57M 0.01%
75,428
+5,806
611
$9.43M 0.01%
18,758
+2,425
612
$9.38M 0.01%
91,423
+61,516
613
$9.38M 0.01%
548,574
+9,869
614
$9.37M 0.01%
70,277
+850
615
$9.27M 0.01%
60,020
+3,021
616
$9.22M 0.01%
632,322
+13,355
617
$9.21M 0.01%
173,130
+4,365
618
$9.13M 0.01%
92,434
+7,895
619
$9.13M 0.01%
31,814
+7,013
620
$9.09M 0.01%
37,490
+145
621
$9.07M 0.01%
96,800
-8,100
622
$9.06M 0.01%
135,278
+68,149
623
$9.04M 0.01%
187,684
+95
624
$9.02M 0.01%
128,748
+10,610
625
$9M 0.01%
140,580
+135,186
23 24
25
26 27