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
626
$9M 0.01%
132,336
+55,283
627
$8.94M 0.01%
175,083
-331,876
628
$8.91M 0.01%
380,356
+1,563
629
$8.9M 0.01%
27,929
+390
630
$8.89M 0.01%
61,450
-612
631
$8.89M 0.01%
61,434
+203
632
$8.82M 0.01%
67,611
-5,803
633
$8.8M 0.01%
337,452
+372
634
$8.8M 0.01%
247,840
-1,924
635
$8.73M 0.01%
145,704
+80,698
636
$8.71M 0.01%
149,498
-1,576
637
$8.65M 0.01%
82,133
+2,216
638
$8.63M 0.01%
136,918
+25,557
639
$8.55M 0.01%
85,371
-7,776
640
$8.54M 0.01%
37,522
+1,865
641
$8.53M 0.01%
44,477
+5,072
642
$8.47M 0.01%
75,159
-19
643
$8.47M 0.01%
20,218
+884
644
$8.45M 0.01%
324,174
+8,581
645
$8.4M 0.01%
47,302
+711
646
$8.39M 0.01%
146,944
+4,429
647
$8.33M 0.01%
195,655
-172
648
$8.33M 0.01%
388,996
+440
649
$8.31M 0.01%
113,750
-650
650
$8.24M 0.01%
109,189
-161
24 25
26
27 28