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
726
$6.02M 0.01%
135,964
-2,282,503
727
$6.02M 0.01%
36,780
+172
728
$6.02M 0.01%
100,489
+54
729
$5.99M 0.01%
166,811
-2,306
730
$5.97M 0.01%
118,142
-39,303
731
$5.96M 0.01%
35,859
-182
732
$5.94M 0.01%
16,764
+4,831
733
$5.94M 0.01%
256,726
-162,465
734
$5.89M 0.01%
38,174
+528
735
$5.88M 0.01%
50,833
+1,102
736
$5.86M 0.01%
81,318
-1,475
737
$5.85M 0.01%
14,087
+492
738
$5.85M 0.01%
313,300
739
$5.82M 0.01%
19,352
-7,843
740
$5.82M 0.01%
153,649
-40,970
741
$5.8M 0.01%
26,072
+7,481
742
$5.79M 0.01%
35,551
+1,871
743
$5.78M 0.01%
27,470
+4,467
744
$5.78M 0.01%
95,607
+4,029
745
$5.77M 0.01%
158,149
+3,700
746
$5.77M 0.01%
55,645
-165
747
$5.76M 0.01%
176,798
+1,787
748
$5.74M 0.01%
71,090
+4,704
749
$5.71M 0.01%
84,587
-92,529
750
$5.68M 0.01%
99,512
-11,381
28 29
30
31 32