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
826
$4.17M 0.01%
169,059
-435
827
$4.15M 0.01%
240,162
+78,907
828
$4.13M 0.01%
74,972
-627
829
$4.11M 0.01%
30,800
+28
830
$4.07M 0.01%
48,099
+407
831
$4.07M 0.01%
24,537
832
$4.06M 0.01%
768,744
833
$4.05M 0.01%
75,380
+5,655
834
$4.03M 0.01%
44,264
835
$4.03M 0.01%
164,757
-16,938
836
$4.03M 0.01%
127,384
+25,659
837
$4.02M 0.01%
70,583
+17,251
838
$4.01M 0.01%
53,015
+668
839
$4.01M 0.01%
29,093
+35
840
$4M 0.01%
162,147
+32,039
841
$3.98M 0.01%
72,790
+786
842
$3.94M 0.01%
25,017
+24,867
843
$3.93M 0.01%
127,589
+120,879
844
$3.88M 0.01%
79,027
+1,867
845
$3.88M 0.01%
387,184
846
$3.87M 0.01%
48,082
-319
847
$3.87M 0.01%
38,426
+426
848
$3.87M 0.01%
16,849
+558
849
$3.85M 0.01%
+47,571
850
$3.85M 0.01%
100,557
-721
32 33
34
35 36