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
1751
$141K ﹤0.01%
4,365
+4,251
1752
$140K ﹤0.01%
13,719
-1,792
1753
$140K ﹤0.01%
10,193
+7,943
1754
$140K ﹤0.01%
3,793
-203,020
1755
$140K ﹤0.01%
4,393
+2,414
1756
$140K ﹤0.01%
7,917
+5,559
1757
$140K ﹤0.01%
5,549
+5,379
1758
$139K ﹤0.01%
3,346
-1,801
1759
$139K ﹤0.01%
1,364
+1,347
1760
$138K ﹤0.01%
1,951
+958
1761
$137K ﹤0.01%
1,644
-15,691
1762
$137K ﹤0.01%
12,890
+4,172
1763
$137K ﹤0.01%
855
+561
1764
$137K ﹤0.01%
14,248
-25,180
1765
$137K ﹤0.01%
2,230
-1,195
1766
$137K ﹤0.01%
1,759
+1,625
1767
$134K ﹤0.01%
6,117
+4,196
1768
$134K ﹤0.01%
6,643
+6,500
1769
$134K ﹤0.01%
543
1770
$134K ﹤0.01%
+5,826
1771
$134K ﹤0.01%
193
1772
$134K ﹤0.01%
3,738
+3,253
1773
$133K ﹤0.01%
2,124
-446,351
1774
$133K ﹤0.01%
4,219
+4,185
1775
$132K ﹤0.01%
+28,231
69 70
71
72 73