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
1026
$1.87M ﹤0.01%
63,989
-85,147
1027
$1.85M ﹤0.01%
31,761
+791
1028
$1.85M ﹤0.01%
100,000
1029
$1.85M ﹤0.01%
87,394
+2,710
1030
$1.85M ﹤0.01%
44,248
+2,318
1031
$1.85M ﹤0.01%
52,168
+51,936
1032
$1.82M ﹤0.01%
16,562
+2,091
1033
$1.82M ﹤0.01%
400,000
1034
$1.82M ﹤0.01%
7,692
-150
1035
$1.8M ﹤0.01%
27,875
-4,279
1036
$1.8M ﹤0.01%
22,322
1037
$1.79M ﹤0.01%
14,991
+1,753
1038
$1.79M ﹤0.01%
56,731
-15,808
1039
$1.78M ﹤0.01%
11,009
+308
1040
$1.77M ﹤0.01%
33,307
+5,249
1041
$1.77M ﹤0.01%
28,548
+10,270
1042
$1.76M ﹤0.01%
7,237
+1,074
1043
$1.76M ﹤0.01%
83,452
-312
1044
$1.76M ﹤0.01%
22,979
+414
1045
$1.74M ﹤0.01%
8,431
+26
1046
$1.74M ﹤0.01%
29,078
+36
1047
$1.71M ﹤0.01%
35,735
+902
1048
$1.7M ﹤0.01%
17,372
+796
1049
$1.7M ﹤0.01%
1,482
-1
1050
$1.68M ﹤0.01%
85,441
+3,769
40 41
42
43 44