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
1226
$849K ﹤0.01%
4,957
-56,467
1227
$843K ﹤0.01%
6,583
-1,674
1228
$840K ﹤0.01%
13,286
-307
1229
$836K ﹤0.01%
19,537
+19,194
1230
$835K ﹤0.01%
11,605
1231
$835K ﹤0.01%
7,589
+372
1232
$827K ﹤0.01%
52,457
+6,414
1233
$826K ﹤0.01%
13,027
1234
$813K ﹤0.01%
20,269
+2,519
1235
$804K ﹤0.01%
15,545
+15,509
1236
$803K ﹤0.01%
24,774
-6,528
1237
$802K ﹤0.01%
3,898
+2,423
1238
$801K ﹤0.01%
3,481
+1,151
1239
$795K ﹤0.01%
10,970
+875
1240
$790K ﹤0.01%
9,510
-9,603
1241
$781K ﹤0.01%
1,214
+1,023
1242
$775K ﹤0.01%
15,323
+203
1243
$774K ﹤0.01%
39,845
-11,715
1244
$766K ﹤0.01%
144,713
1245
$766K ﹤0.01%
13,238
+673
1246
$762K ﹤0.01%
13,585
+1,639
1247
$757K ﹤0.01%
6,847
-1,391
1248
$755K ﹤0.01%
14,327
-13
1249
$750K ﹤0.01%
3,199
+586
1250
$749K ﹤0.01%
27,585
-159
48 49
50
51 52