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
1701
$161K ﹤0.01%
4,312
+4,080
1702
$161K ﹤0.01%
833
+811
1703
$161K ﹤0.01%
1,935
-150
1704
$161K ﹤0.01%
14,989
+14,812
1705
$160K ﹤0.01%
6,059
+5,882
1706
$159K ﹤0.01%
1,658
+1,335
1707
$159K ﹤0.01%
2,065
1708
$159K ﹤0.01%
1,664
+627
1709
$158K ﹤0.01%
3,522
+3,360
1710
$158K ﹤0.01%
4,254
+4,083
1711
$157K ﹤0.01%
17,103
+16,691
1712
$157K ﹤0.01%
35,875
-27,159
1713
$156K ﹤0.01%
3,166
+1,581
1714
$155K ﹤0.01%
4,218
-1,106,210
1715
$155K ﹤0.01%
2,545
-11,642
1716
$154K ﹤0.01%
16,071
+13,071
1717
$154K ﹤0.01%
2,960
+2,578
1718
$152K ﹤0.01%
4,071
+3,400
1719
$152K ﹤0.01%
+18,113
1720
$152K ﹤0.01%
7,224
+7,093
1721
$152K ﹤0.01%
10,590
+10,458
1722
$152K ﹤0.01%
8,228
+6,239
1723
$151K ﹤0.01%
8,295
+7,064
1724
$151K ﹤0.01%
2,466
+2,171
1725
$150K ﹤0.01%
4,461
+4,076
67 68
69
70 71