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
1101
$1.36M ﹤0.01%
41,380
+6,399
1102
$1.36M ﹤0.01%
11,438
1103
$1.35M ﹤0.01%
8,814
-56
1104
$1.34M ﹤0.01%
39,007
+19,179
1105
$1.34M ﹤0.01%
16,996
-532
1106
$1.34M ﹤0.01%
57,741
-757
1107
$1.34M ﹤0.01%
11,466
1108
$1.34M ﹤0.01%
18,445
+3,927
1109
$1.33M ﹤0.01%
40,460
+1,516
1110
$1.33M ﹤0.01%
10,047
+260
1111
$1.33M ﹤0.01%
23,849
+3,011
1112
$1.32M ﹤0.01%
24,671
+6,175
1113
$1.32M ﹤0.01%
27,797
-21,924
1114
$1.31M ﹤0.01%
+86,400
1115
$1.31M ﹤0.01%
27,891
-17,545
1116
$1.31M ﹤0.01%
23,789
+9,650
1117
$1.31M ﹤0.01%
16,424
+2,724
1118
$1.3M ﹤0.01%
9,487
-114
1119
$1.3M ﹤0.01%
20,513
+7,526
1120
$1.29M ﹤0.01%
56,220
+1,877
1121
$1.29M ﹤0.01%
40,170
1122
$1.29M ﹤0.01%
5,027
+671
1123
$1.29M ﹤0.01%
22,905
-565
1124
$1.27M ﹤0.01%
9,697
+841
1125
$1.27M ﹤0.01%
15,330
+2,830
43 44
45
46 47