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
1726
$150K ﹤0.01%
1,706
1727
$150K ﹤0.01%
5,129
+4,940
1728
$149K ﹤0.01%
1,902
+1,710
1729
$148K ﹤0.01%
7,770
1730
$148K ﹤0.01%
22,470
+19,760
1731
$148K ﹤0.01%
3,341
1732
$148K ﹤0.01%
9,535
+6,407
1733
$148K ﹤0.01%
4,392
+3,720
1734
$148K ﹤0.01%
644
+561
1735
$147K ﹤0.01%
1,926
+1,539
1736
$147K ﹤0.01%
2,408
1737
$146K ﹤0.01%
3,566
1738
$145K ﹤0.01%
2,461
+1,907
1739
$145K ﹤0.01%
4,246
-8,135
1740
$145K ﹤0.01%
2,822
-858
1741
$145K ﹤0.01%
8,388
+4,902
1742
$145K ﹤0.01%
3,627
+2,081
1743
$144K ﹤0.01%
5,290
+4,724
1744
$144K ﹤0.01%
899
+8
1745
$144K ﹤0.01%
2,300
+100
1746
$144K ﹤0.01%
621
1747
$143K ﹤0.01%
5,000
1748
$143K ﹤0.01%
1,432
+1,139
1749
$143K ﹤0.01%
2,500
1750
$142K ﹤0.01%
958
-2,558
68 69
70
71 72