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
1476
$303K ﹤0.01%
6,133
+5,400
1477
$301K ﹤0.01%
2,600
1478
$300K ﹤0.01%
15,809
+12,660
1479
$299K ﹤0.01%
3,597
+1,723
1480
$299K ﹤0.01%
3,998
-25
1481
$299K ﹤0.01%
11,214
1482
$298K ﹤0.01%
6,739
1483
$296K ﹤0.01%
5,761
+2,255
1484
$295K ﹤0.01%
13,990
+5,828
1485
$295K ﹤0.01%
4,351
+76
1486
$292K ﹤0.01%
2,540
+151
1487
$291K ﹤0.01%
+5,000
1488
$291K ﹤0.01%
4,676
+144
1489
$289K ﹤0.01%
15,938
1490
$289K ﹤0.01%
3,098
+457
1491
$287K ﹤0.01%
9,802
1492
$286K ﹤0.01%
11,729
+10,670
1493
$286K ﹤0.01%
4,731
-399,816
1494
$285K ﹤0.01%
5,734
+409
1495
$285K ﹤0.01%
12,393
+5,142
1496
$284K ﹤0.01%
2,140
-7,853
1497
$284K ﹤0.01%
1,294
+754
1498
$282K ﹤0.01%
2,307
+1,604
1499
$282K ﹤0.01%
2,390
+35
1500
$280K ﹤0.01%
3,595
58 59
60
61 62