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
1251
$742K ﹤0.01%
11,596
+11,437
1252
$740K ﹤0.01%
11,323
+211
1253
$733K ﹤0.01%
15,110
+364
1254
$733K ﹤0.01%
10,901
-173
1255
$729K ﹤0.01%
14,084
+2,679
1256
$728K ﹤0.01%
15,926
-2,004
1257
$727K ﹤0.01%
25,164
-103
1258
$727K ﹤0.01%
10,166
+256
1259
$726K ﹤0.01%
12,491
+10,681
1260
$724K ﹤0.01%
8,841
+746
1261
$715K ﹤0.01%
15,586
+12,483
1262
$715K ﹤0.01%
9,509
+633
1263
$715K ﹤0.01%
14,102
1264
$712K ﹤0.01%
6,354
+780
1265
$707K ﹤0.01%
20,325
+13,631
1266
$707K ﹤0.01%
10,709
+1,262
1267
$707K ﹤0.01%
37,405
+1,075
1268
$696K ﹤0.01%
65,116
1269
$691K ﹤0.01%
6,192
+138
1270
$685K ﹤0.01%
14,870
+3,072
1271
$683K ﹤0.01%
30,011
+29,418
1272
$680K ﹤0.01%
36,879
+5,563
1273
$674K ﹤0.01%
991
+870
1274
$673K ﹤0.01%
19,930
-1,977
1275
$673K ﹤0.01%
14,700
49 50
51
52 53