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
1401
$387K ﹤0.01%
1,935
+799
1402
$386K ﹤0.01%
3,722
1403
$385K ﹤0.01%
4,756
+364
1404
$384K ﹤0.01%
13,858
+4,568
1405
$383K ﹤0.01%
4,237
-25
1406
$383K ﹤0.01%
14,262
+2,973
1407
$376K ﹤0.01%
8,600
1408
$376K ﹤0.01%
2,544
1409
$373K ﹤0.01%
7,581
+4,573
1410
$371K ﹤0.01%
8,445
+1,115
1411
$370K ﹤0.01%
2,093
+1,374
1412
$370K ﹤0.01%
1,621
+1,517
1413
$370K ﹤0.01%
7,290
+4,854
1414
$369K ﹤0.01%
8,646
+7,754
1415
$369K ﹤0.01%
11,229
+534
1416
$367K ﹤0.01%
8,019
-66,857
1417
$367K ﹤0.01%
3,218
+3,023
1418
$367K ﹤0.01%
+83
1419
$365K ﹤0.01%
2,930
+1,595
1420
$363K ﹤0.01%
12,776
+10,170
1421
$360K ﹤0.01%
13,482
-2,707
1422
$360K ﹤0.01%
5,860
-600
1423
$359K ﹤0.01%
24,361
+23,439
1424
$359K ﹤0.01%
+29,405
1425
$358K ﹤0.01%
2,349
55 56
57
58 59