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
651
$8.13M 0.01%
154,780
+4,767
652
$8.13M 0.01%
124,422
-7,748
653
$8.09M 0.01%
245,372
+9,408
654
$8.07M 0.01%
70,458
-10,131
655
$8.07M 0.01%
83,959
+1,958
656
$8.03M 0.01%
90,228
+7,207
657
$8.02M 0.01%
200,450
+40
658
$7.9M 0.01%
158,423
-3,414
659
$7.83M 0.01%
194,229
+2,589
660
$7.78M 0.01%
268,468
+575
661
$7.77M 0.01%
209,306
+17,899
662
$7.75M 0.01%
+256,242
663
$7.69M 0.01%
411,694
+2,656
664
$7.67M 0.01%
83,871
-11,591
665
$7.65M 0.01%
52,495
-46
666
$7.64M 0.01%
155,172
+4,171
667
$7.61M 0.01%
41,563
+9,647
668
$7.6M 0.01%
2,877,953
-155,191
669
$7.59M 0.01%
163,718
670
$7.53M 0.01%
14,729
-835
671
$7.52M 0.01%
84,568
+13,304
672
$7.46M 0.01%
118,118
+39,134
673
$7.36M 0.01%
37,934
+4,041
674
$7.33M 0.01%
22,766
+269
675
$7.3M 0.01%
361,218
-275
25 26
27
28 29