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
1351
$494K ﹤0.01%
5,454
+2,945
1352
$492K ﹤0.01%
5,621
+819
1353
$491K ﹤0.01%
28,459
-359
1354
$488K ﹤0.01%
21,422
+21,322
1355
$482K ﹤0.01%
21,779
-1,267
1356
$482K ﹤0.01%
15,967
+4,270
1357
$480K ﹤0.01%
9,516
+1,429
1358
$479K ﹤0.01%
30,757
+30,122
1359
$476K ﹤0.01%
21,457
+21,275
1360
$468K ﹤0.01%
3,829
-8,505
1361
$467K ﹤0.01%
3,099
+425
1362
$464K ﹤0.01%
4,695
+4,613
1363
$457K ﹤0.01%
18,838
+3,652
1364
$453K ﹤0.01%
10,420
-1,125
1365
$452K ﹤0.01%
3,971
+1,939
1366
$449K ﹤0.01%
6,950
1367
$448K ﹤0.01%
31,598
+27,648
1368
$443K ﹤0.01%
113,358
+111,862
1369
$441K ﹤0.01%
3,860
+3,830
1370
$440K ﹤0.01%
4,320
-1,958
1371
$440K ﹤0.01%
2,664
+1,146
1372
$439K ﹤0.01%
31,212
1373
$439K ﹤0.01%
16,705
+3,195
1374
$437K ﹤0.01%
5,684
+1,664
1375
$437K ﹤0.01%
19,301
+3,973
53 54
55
56 57