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
851
$3.82M 0.01%
82,392
+4,169
852
$3.8M 0.01%
62,017
-144
853
$3.8M 0.01%
40,198
+1,847
854
$3.79M 0.01%
70,361
855
$3.78M 0.01%
32,440
+906
856
$3.77M 0.01%
5,829
+166
857
$3.72M 0.01%
134,100
+28,732
858
$3.71M 0.01%
61,599
+1,600
859
$3.7M 0.01%
46,718
860
$3.7M 0.01%
36,356
+14,484
861
$3.7M 0.01%
41,776
+755
862
$3.69M 0.01%
391,158
863
$3.68M 0.01%
45,716
+1,743
864
$3.67M 0.01%
354,477
+2,213
865
$3.65M ﹤0.01%
28,157
+5,243
866
$3.63M ﹤0.01%
304,967
-434
867
$3.63M ﹤0.01%
42,927
+7,318
868
$3.62M ﹤0.01%
67,362
+3,054
869
$3.6M ﹤0.01%
30,824
+2,230
870
$3.59M ﹤0.01%
82,956
+6,820
871
$3.54M ﹤0.01%
21,392
+3,118
872
$3.54M ﹤0.01%
71,005
+1,579
873
$3.51M ﹤0.01%
76,146
-781
874
$3.48M ﹤0.01%
38,872
+93
875
$3.47M ﹤0.01%
103,000
33 34
35
36 37