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
951
$2.6M ﹤0.01%
7,184
-35
952
$2.59M ﹤0.01%
177,721
+135,606
953
$2.59M ﹤0.01%
11,776
+1,167
954
$2.57M ﹤0.01%
18,832
+615
955
$2.57M ﹤0.01%
50,000
956
$2.57M ﹤0.01%
110,213
+2,156
957
$2.54M ﹤0.01%
178,000
958
$2.52M ﹤0.01%
3,779
959
$2.51M ﹤0.01%
18,997
+1,609
960
$2.51M ﹤0.01%
102,281
+3,489
961
$2.49M ﹤0.01%
93,900
+15,277
962
$2.49M ﹤0.01%
182,616
+53,120
963
$2.47M ﹤0.01%
106,213
+86,509
964
$2.44M ﹤0.01%
41,240
-59
965
$2.44M ﹤0.01%
38,491
-960
966
$2.42M ﹤0.01%
11,711
+9,643
967
$2.39M ﹤0.01%
70,409
+93
968
$2.38M ﹤0.01%
14,139
-482
969
$2.36M ﹤0.01%
5,917
-722
970
$2.36M ﹤0.01%
37,240
+3,644
971
$2.35M ﹤0.01%
57,750
-1,944
972
$2.35M ﹤0.01%
1,229
+231
973
$2.35M ﹤0.01%
51,961
-1,091
974
$2.33M ﹤0.01%
68,250
-2,196
975
$2.33M ﹤0.01%
697
-1
37 38
39
40 41