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
1376
$434K ﹤0.01%
9,143
+3,362
1377
$432K ﹤0.01%
18,408
+1,502
1378
$431K ﹤0.01%
5,932
1379
$427K ﹤0.01%
51,900
+14,000
1380
$424K ﹤0.01%
38,500
1381
$420K ﹤0.01%
9,523
+6,655
1382
$419K ﹤0.01%
24,382
-6,341
1383
$415K ﹤0.01%
7,178
+716
1384
$415K ﹤0.01%
12,853
+12,459
1385
$412K ﹤0.01%
9,638
+165
1386
$412K ﹤0.01%
4,447
+3,355
1387
$412K ﹤0.01%
43,830
1388
$412K ﹤0.01%
10,606
+6,141
1389
$411K ﹤0.01%
11,349
+1,836
1390
$411K ﹤0.01%
12,456
+6,125
1391
$407K ﹤0.01%
2,685
-15
1392
$406K ﹤0.01%
16,146
+3,729
1393
$405K ﹤0.01%
20,997
-16,927
1394
$404K ﹤0.01%
6,218
+6,144
1395
$401K ﹤0.01%
688
-416
1396
$398K ﹤0.01%
+40,000
1397
$394K ﹤0.01%
5,668
-458
1398
$393K ﹤0.01%
4,345
+4,026
1399
$389K ﹤0.01%
30,336
-1,260
1400
$388K ﹤0.01%
7,377
+6,424
54 55
56
57 58