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
1526
$256K ﹤0.01%
8,706
1527
$256K ﹤0.01%
1,797
+1,459
1528
$255K ﹤0.01%
5,011
+363
1529
$255K ﹤0.01%
17,283
+3,575
1530
$252K ﹤0.01%
3,486
+2,268
1531
$251K ﹤0.01%
12,471
+8,150
1532
$249K ﹤0.01%
4,123
+2,114
1533
$248K ﹤0.01%
3,124
-277
1534
$246K ﹤0.01%
2,638
+693
1535
$246K ﹤0.01%
3,311
+2,574
1536
$245K ﹤0.01%
2,104
+998
1537
$243K ﹤0.01%
13,685
+10,806
1538
$243K ﹤0.01%
8,010
+5,677
1539
$241K ﹤0.01%
7,752
+6,955
1540
$239K ﹤0.01%
7,571
+2,330
1541
$239K ﹤0.01%
+9,500
1542
$239K ﹤0.01%
6,189
+6,179
1543
$238K ﹤0.01%
6,496
+4,112
1544
$238K ﹤0.01%
4,544
-642
1545
$237K ﹤0.01%
6,426
+270
1546
$237K ﹤0.01%
3,522
1547
$236K ﹤0.01%
8,511
+77
1548
$235K ﹤0.01%
3,355
1549
$233K ﹤0.01%
43,112
-29,877
1550
$233K ﹤0.01%
3,473
+1,878
60 61
62
63 64