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
1551
$233K ﹤0.01%
11,620
+2,451
1552
$232K ﹤0.01%
13,053
+9,490
1553
$232K ﹤0.01%
59,383
-57,510
1554
$231K ﹤0.01%
34,444
-868
1555
$230K ﹤0.01%
14,510
+14,376
1556
$229K ﹤0.01%
8,000
1557
$229K ﹤0.01%
16,250
1558
$227K ﹤0.01%
15,790
1559
$227K ﹤0.01%
2,902
+2,843
1560
$226K ﹤0.01%
5,526
+1,867
1561
$225K ﹤0.01%
3,212
+1,612
1562
$225K ﹤0.01%
13,143
+7,364
1563
$224K ﹤0.01%
4,931
+4,669
1564
$224K ﹤0.01%
6,053
+4,817
1565
$222K ﹤0.01%
2,988
+2,797
1566
$220K ﹤0.01%
+5,632
1567
$220K ﹤0.01%
3,730
+920
1568
$218K ﹤0.01%
2,182
+2,007
1569
$218K ﹤0.01%
1,084
+992
1570
$217K ﹤0.01%
1,116
+903
1571
$217K ﹤0.01%
4,116
+3,928
1572
$216K ﹤0.01%
32,135
1573
$216K ﹤0.01%
6,548
+6,239
1574
$216K ﹤0.01%
3,513
+2,303
1575
$216K ﹤0.01%
7,473
+7,403
61 62
63
64 65