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
1801
$125K ﹤0.01%
+4,098
1802
$124K ﹤0.01%
1,261
+1,068
1803
$124K ﹤0.01%
1,370
+926
1804
$124K ﹤0.01%
2,257
+2,075
1805
$124K ﹤0.01%
2,029
+1,825
1806
$124K ﹤0.01%
3,843
+3,076
1807
$123K ﹤0.01%
9,284
+8,911
1808
$123K ﹤0.01%
5,000
-917
1809
$123K ﹤0.01%
1,608
+211
1810
$123K ﹤0.01%
2,494
+2,393
1811
$123K ﹤0.01%
5,381
+3,248
1812
$123K ﹤0.01%
12,202
+11,881
1813
$123K ﹤0.01%
2,352
1814
$123K ﹤0.01%
5,367
+5,242
1815
$122K ﹤0.01%
3,134
+3,056
1816
$122K ﹤0.01%
3,401
+3,277
1817
$122K ﹤0.01%
2,821
+2,130
1818
$122K ﹤0.01%
1,568
+1,383
1819
$122K ﹤0.01%
1,819
+1,518
1820
$122K ﹤0.01%
+673
1821
$122K ﹤0.01%
3,720
+3,219
1822
$121K ﹤0.01%
2,368
+792
1823
$121K ﹤0.01%
870
1824
$120K ﹤0.01%
+1,012
1825
$120K ﹤0.01%
2,011
+1,518
71 72
73
74 75