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
776
$5.21M 0.01%
118,124
+49,983
777
$5.2M 0.01%
100,318
-1,000
778
$5.18M 0.01%
56,955
+618
779
$5.17M 0.01%
20,429
+1,193
780
$5.17M 0.01%
45,886
+22,424
781
$5.12M 0.01%
58,295
+4,131
782
$5.04M 0.01%
45,300
-109
783
$4.99M 0.01%
61,019
+406
784
$4.96M 0.01%
30,458
+17,273
785
$4.94M 0.01%
69,245
786
$4.92M 0.01%
53,773
+594
787
$4.9M 0.01%
7,340
+222
788
$4.88M 0.01%
159,120
-286
789
$4.88M 0.01%
26,095
+178
790
$4.87M 0.01%
28,033
-319
791
$4.84M 0.01%
11,258
+103
792
$4.83M 0.01%
20,363
+1,392
793
$4.81M 0.01%
510,272
+2,302
794
$4.81M 0.01%
49,178
+12,277
795
$4.77M 0.01%
40,643
+1,278
796
$4.75M 0.01%
31,532
797
$4.75M 0.01%
34,922
-11
798
$4.74M 0.01%
74,836
+13,852
799
$4.73M 0.01%
104,233
+9,158
800
$4.71M 0.01%
77,672
+1,993
30 31
32
33 34