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
1301
$611K ﹤0.01%
8,422
+2,930
1302
$606K ﹤0.01%
175,000
1303
$606K ﹤0.01%
30,854
-3,735
1304
$604K ﹤0.01%
32,008
+15,937
1305
$603K ﹤0.01%
28,468
-279
1306
$603K ﹤0.01%
14,200
1307
$599K ﹤0.01%
5,712
1308
$595K ﹤0.01%
15,261
+676
1309
$591K ﹤0.01%
4,303
+844
1310
$590K ﹤0.01%
+2,331
1311
$590K ﹤0.01%
4,039
+923
1312
$589K ﹤0.01%
12,471
-600
1313
$584K ﹤0.01%
13,693
+95
1314
$582K ﹤0.01%
18,057
+5,029
1315
$578K ﹤0.01%
13,306
+3,419
1316
$576K ﹤0.01%
16,238
+4,939
1317
$575K ﹤0.01%
5,581
+278
1318
$571K ﹤0.01%
2,263
+2,030
1319
$569K ﹤0.01%
10,904
+2,905
1320
$563K ﹤0.01%
45,000
-70,000
1321
$559K ﹤0.01%
3,141
+1,863
1322
$559K ﹤0.01%
8,572
+507
1323
$555K ﹤0.01%
12,385
1324
$550K ﹤0.01%
6,250
1325
$547K ﹤0.01%
31,245
+30,737
51 52
53
54 55