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
1851
$114K ﹤0.01%
1,252
+1,119
1852
$114K ﹤0.01%
6,053
+3,553
1853
$114K ﹤0.01%
461
-10
1854
$113K ﹤0.01%
1,076
+334
1855
$113K ﹤0.01%
5,359
-1,151
1856
$113K ﹤0.01%
1,838
+1,755
1857
$112K ﹤0.01%
680
+635
1858
$112K ﹤0.01%
13,634
+11,398
1859
$111K ﹤0.01%
+1,315
1860
$111K ﹤0.01%
1,669
+1,432
1861
$111K ﹤0.01%
4,628
+3,949
1862
$111K ﹤0.01%
5,144
+4,610
1863
$111K ﹤0.01%
5,113
+4,036
1864
$111K ﹤0.01%
3,607
+2,883
1865
$110K ﹤0.01%
43,103
+29,854
1866
$110K ﹤0.01%
577
+378
1867
$109K ﹤0.01%
14,557
1868
$109K ﹤0.01%
4,928
+4,063
1869
$109K ﹤0.01%
3,692
+3,665
1870
$108K ﹤0.01%
3,836
1871
$108K ﹤0.01%
12,656
+12,293
1872
$108K ﹤0.01%
382
+288
1873
$107K ﹤0.01%
1,189
+2
1874
$107K ﹤0.01%
2,726
+1,596
1875
$107K ﹤0.01%
5,040
-14,499
73 74
75
76 77