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
1151
$1.12M ﹤0.01%
28,648
-318,712
1152
$1.11M ﹤0.01%
21,125
+9,366
1153
$1.1M ﹤0.01%
34,752
-600
1154
$1.08M ﹤0.01%
70,535
+30,000
1155
$1.08M ﹤0.01%
27,074
+604
1156
$1.07M ﹤0.01%
12,714
+344
1157
$1.07M ﹤0.01%
+18,299
1158
$1.06M ﹤0.01%
+37,954
1159
$1.05M ﹤0.01%
+15,471
1160
$1.05M ﹤0.01%
2,994
+789
1161
$1.05M ﹤0.01%
27,555
-456
1162
$1.05M ﹤0.01%
38,608
+5,083
1163
$1.04M ﹤0.01%
15,618
+10,344
1164
$1.04M ﹤0.01%
10,915
+2,350
1165
$1.04M ﹤0.01%
18,524
+718
1166
$1.03M ﹤0.01%
39,241
+11,508
1167
$1.03M ﹤0.01%
23,858
+472
1168
$1.03M ﹤0.01%
13,901
-253
1169
$1.02M ﹤0.01%
85,288
-3,577
1170
$1.02M ﹤0.01%
31,305
+18,950
1171
$1.02M ﹤0.01%
76,219
+74,911
1172
$1.02M ﹤0.01%
30,991
+3,756
1173
$1.02M ﹤0.01%
21,702
+334
1174
$1.01M ﹤0.01%
35,522
-9,842
1175
$1M ﹤0.01%
17,325
+16,687
45 46
47
48 49