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
751
$5.65M 0.01%
163,175
-38,470
752
$5.63M 0.01%
69,875
+507
753
$5.62M 0.01%
198,290
+3,539
754
$5.6M 0.01%
50,316
+16
755
$5.58M 0.01%
110,159
+103
756
$5.55M 0.01%
164,395
757
$5.54M 0.01%
205,821
+118
758
$5.53M 0.01%
204,463
-19,419
759
$5.53M 0.01%
102,894
-84,487
760
$5.51M 0.01%
36,374
+4,362
761
$5.38M 0.01%
217,173
+80,311
762
$5.38M 0.01%
162,695
+6,702
763
$5.37M 0.01%
128,597
-3,619
764
$5.35M 0.01%
131,685
+1,219
765
$5.34M 0.01%
+108,934
766
$5.32M 0.01%
61,886
-34
767
$5.32M 0.01%
56,489
+690
768
$5.29M 0.01%
106,077
+1,482
769
$5.25M 0.01%
34,079
+16,795
770
$5.25M 0.01%
113,266
-1,765
771
$5.24M 0.01%
65,554
+5,044
772
$5.23M 0.01%
36,221
-377
773
$5.23M 0.01%
111,235
774
$5.22M 0.01%
22,013
-637
775
$5.22M 0.01%
31,890
-808
29 30
31
32 33