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
701
$6.57M 0.01%
68,816
+12,320
702
$6.57M 0.01%
84,915
+965
703
$6.55M 0.01%
104,287
+8,406
704
$6.43M 0.01%
952,498
-324
705
$6.42M 0.01%
235,683
+6,960
706
$6.41M 0.01%
265,496
-5,303
707
$6.37M 0.01%
70,314
+2,992
708
$6.36M 0.01%
147,560
+3,135
709
$6.34M 0.01%
14,487
+414
710
$6.34M 0.01%
80,400
-141
711
$6.3M 0.01%
87,898
+3,078
712
$6.29M 0.01%
158,988
+103,881
713
$6.28M 0.01%
39,902
-328
714
$6.26M 0.01%
63,166
+7,470
715
$6.25M 0.01%
61,930
+767
716
$6.21M 0.01%
41,287
-4,792
717
$6.2M 0.01%
99,911
+1,560
718
$6.2M 0.01%
139,743
+12,584
719
$6.18M 0.01%
237,155
-198
720
$6.13M 0.01%
35,810
+35,643
721
$6.11M 0.01%
101,246
+50
722
$6.1M 0.01%
19,583
+94
723
$6.05M 0.01%
44,931
-169
724
$6.05M 0.01%
151,420
+210
725
$6.04M 0.01%
20,803
27 28
29
30 31