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
1676
$173K ﹤0.01%
+17,200
1677
$172K ﹤0.01%
5,084
-1,075
1678
$172K ﹤0.01%
16,231
+4,022
1679
$172K ﹤0.01%
1,816
+1,758
1680
$171K ﹤0.01%
1,790
+1,460
1681
$170K ﹤0.01%
267
+67
1682
$170K ﹤0.01%
2,020
+1,832
1683
$170K ﹤0.01%
6,632
-2,000
1684
$170K ﹤0.01%
1,544
-812
1685
$169K ﹤0.01%
11,316
+8,912
1686
$169K ﹤0.01%
4,405
+3,926
1687
$169K ﹤0.01%
9,248
+1,312
1688
$169K ﹤0.01%
+44,941
1689
$168K ﹤0.01%
18,007
+13,583
1690
$167K ﹤0.01%
1,647
+1,556
1691
$167K ﹤0.01%
18,051
+17,996
1692
$166K ﹤0.01%
2,273
+1,176
1693
$165K ﹤0.01%
2,830
+2,506
1694
$164K ﹤0.01%
3,690
+2,518
1695
$164K ﹤0.01%
3,132
-2,126
1696
$164K ﹤0.01%
+8,319
1697
$164K ﹤0.01%
5,127
+4,550
1698
$163K ﹤0.01%
6,580
-17,123
1699
$163K ﹤0.01%
1,874
+686
1700
$162K ﹤0.01%
12,219
66 67
68
69 70