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
1826
$120K ﹤0.01%
2,300
1827
$120K ﹤0.01%
25,731
+24,715
1828
$119K ﹤0.01%
1,212
1829
$119K ﹤0.01%
1,875
-1,706
1830
$119K ﹤0.01%
6,211
+4,892
1831
$119K ﹤0.01%
3,619
+3,533
1832
$119K ﹤0.01%
1,188
1833
$118K ﹤0.01%
900
-627
1834
$118K ﹤0.01%
4,076
+3,769
1835
$118K ﹤0.01%
+5,219
1836
$118K ﹤0.01%
1,742
+377
1837
$118K ﹤0.01%
1,252
+1,146
1838
$117K ﹤0.01%
3,571
+2,187
1839
$117K ﹤0.01%
1,813
+1,221
1840
$117K ﹤0.01%
11,556
+11,292
1841
$117K ﹤0.01%
6,795
+6,592
1842
$116K ﹤0.01%
+4,527
1843
$116K ﹤0.01%
2,155
+1,788
1844
$116K ﹤0.01%
1,705
+1,583
1845
$115K ﹤0.01%
5,527
+4,650
1846
$115K ﹤0.01%
+4,434
1847
$115K ﹤0.01%
2,531
-466
1848
$115K ﹤0.01%
2,613
+1,557
1849
$115K ﹤0.01%
3,457
+3,398
1850
$114K ﹤0.01%
29,262
+27,939
72 73
74
75 76