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
1501
$279K ﹤0.01%
3,900
+1,235
1502
$277K ﹤0.01%
4,566
-1,330
1503
$277K ﹤0.01%
4,354
+4,154
1504
$276K ﹤0.01%
3,016
+1,846
1505
$276K ﹤0.01%
10,648
+9,580
1506
$272K ﹤0.01%
7,012
+1,720
1507
$272K ﹤0.01%
9,262
+6,767
1508
$271K ﹤0.01%
2,287
+657
1509
$270K ﹤0.01%
3,288
+667
1510
$270K ﹤0.01%
4,200
1511
$270K ﹤0.01%
9,648
+8,681
1512
$270K ﹤0.01%
789
+229
1513
$269K ﹤0.01%
20,320
-167
1514
$269K ﹤0.01%
8,664
+435
1515
$269K ﹤0.01%
4,724
+4,619
1516
$268K ﹤0.01%
16,237
+14,767
1517
$268K ﹤0.01%
3,046
+413
1518
$266K ﹤0.01%
29,863
+29,310
1519
$266K ﹤0.01%
+10,900
1520
$260K ﹤0.01%
11,853
+7,130
1521
$259K ﹤0.01%
3,843
+3,078
1522
$258K ﹤0.01%
+12,500
1523
$258K ﹤0.01%
3,224
+624
1524
$258K ﹤0.01%
+18,174
1525
$258K ﹤0.01%
+11,304
59 60
61
62 63