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
676
$7.27M 0.01%
509,717
-66,772
677
$7.26M 0.01%
284,120
+1,432
678
$7.17M 0.01%
54,474
+687
679
$7.15M 0.01%
134,668
+8,028
680
$7.13M 0.01%
36,459
+4,620
681
$7.11M 0.01%
22,094
-242
682
$7.11M 0.01%
45,532
+4,730
683
$7.09M 0.01%
207,384
+11,282
684
$7.04M 0.01%
133,197
+601
685
$7.03M 0.01%
41,491
-4,378
686
$7.03M 0.01%
24,263
+3,896
687
$6.98M 0.01%
171,188
+38,388
688
$6.94M 0.01%
117,143
+4,363
689
$6.92M 0.01%
142,418
-66,564
690
$6.92M 0.01%
93,292
+509
691
$6.91M 0.01%
104,841
+6,405
692
$6.9M 0.01%
6,760
+41
693
$6.87M 0.01%
26,763
+56
694
$6.86M 0.01%
12,862
+1,594
695
$6.82M 0.01%
146,709
696
$6.81M 0.01%
92,603
+6,426
697
$6.76M 0.01%
181,310
+1,102
698
$6.71M 0.01%
21,035
+1,255
699
$6.65M 0.01%
91,641
+1,641
700
$6.64M 0.01%
34,363
+9,945
26 27
28
29 30