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
1326
$545K ﹤0.01%
16,031
-5,418
1327
$540K ﹤0.01%
18,735
+329
1328
$539K ﹤0.01%
5,701
1329
$539K ﹤0.01%
11,038
+4,034
1330
$538K ﹤0.01%
6,986
+2,465
1331
$538K ﹤0.01%
10,583
1332
$538K ﹤0.01%
12,234
+9,996
1333
$537K ﹤0.01%
22,761
+22,637
1334
$536K ﹤0.01%
37,881
+37,617
1335
$533K ﹤0.01%
17,850
1336
$530K ﹤0.01%
+15,264
1337
$528K ﹤0.01%
34,452
-85
1338
$523K ﹤0.01%
35,630
+30,115
1339
$519K ﹤0.01%
6,048
1340
$516K ﹤0.01%
12,797
1341
$515K ﹤0.01%
5,089
1342
$512K ﹤0.01%
3,948
+441
1343
$510K ﹤0.01%
15,924
+524
1344
$508K ﹤0.01%
45,238
-1,245
1345
$505K ﹤0.01%
12,827
-9,954
1346
$503K ﹤0.01%
15,202
-20,288
1347
$503K ﹤0.01%
11,131
-5,786
1348
$499K ﹤0.01%
18,481
+2,476
1349
$496K ﹤0.01%
11,730
+11,500
1350
$495K ﹤0.01%
20,653
+6,133
52 53
54
55 56