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
1626
$187K ﹤0.01%
4,785
+4,717
1627
$187K ﹤0.01%
7,500
1628
$187K ﹤0.01%
884
+750
1629
$187K ﹤0.01%
10,251
+4,279
1630
$187K ﹤0.01%
1,870
+1,714
1631
$187K ﹤0.01%
1,529
+1,025
1632
$186K ﹤0.01%
3,662
+575
1633
$186K ﹤0.01%
7,607
+1,532
1634
$186K ﹤0.01%
2,082
+1,725
1635
$186K ﹤0.01%
11,276
+7,188
1636
$186K ﹤0.01%
2,877
+2,756
1637
$186K ﹤0.01%
987
+887
1638
$186K ﹤0.01%
7,500
1639
$185K ﹤0.01%
4,500
1640
$185K ﹤0.01%
9,898
+7,343
1641
$184K ﹤0.01%
10,500
-461
1642
$184K ﹤0.01%
2,870
+1,383
1643
$184K ﹤0.01%
10,122
+9,217
1644
$184K ﹤0.01%
7,664
+4,795
1645
$184K ﹤0.01%
3,171
1646
$183K ﹤0.01%
+41,847
1647
$183K ﹤0.01%
3,324
+3,166
1648
$183K ﹤0.01%
3,545
+1,719
1649
$182K ﹤0.01%
2,200
1650
$182K ﹤0.01%
2,325
+1,701
64 65
66
67 68