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
1451
$326K ﹤0.01%
18,655
+9,003
1452
$326K ﹤0.01%
1,842
+1,125
1453
$324K ﹤0.01%
7,746
+1,318
1454
$323K ﹤0.01%
4,274
-800
1455
$321K ﹤0.01%
3,040
+72
1456
$321K ﹤0.01%
5,307
+3,243
1457
$320K ﹤0.01%
5,554
+5,403
1458
$319K ﹤0.01%
7,902
-13,039
1459
$319K ﹤0.01%
3,535
-985
1460
$318K ﹤0.01%
46,278
-17,084
1461
$316K ﹤0.01%
3,649
+3,157
1462
$316K ﹤0.01%
7,248
+6,911
1463
$316K ﹤0.01%
15,675
+7,388
1464
$315K ﹤0.01%
13,870
+7,649
1465
$313K ﹤0.01%
+6,640
1466
$312K ﹤0.01%
6,545
+600
1467
$312K ﹤0.01%
3,359
+3,341
1468
$310K ﹤0.01%
28,415
1469
$310K ﹤0.01%
7,326
+3,831
1470
$309K ﹤0.01%
9,519
+6,352
1471
$309K ﹤0.01%
2,188
+1,528
1472
$308K ﹤0.01%
5,826
+2,762
1473
$307K ﹤0.01%
6,600
-246
1474
$307K ﹤0.01%
16,797
+16,114
1475
$305K ﹤0.01%
+6,147
57 58
59
60 61