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
1901
$99K ﹤0.01%
1,345
+1,141
1902
$98K ﹤0.01%
4,722
+2,404
1903
$98K ﹤0.01%
+69,391
1904
$98K ﹤0.01%
1,728
+1,407
1905
$98K ﹤0.01%
2,865
+2,606
1906
$97K ﹤0.01%
2,340
+2,132
1907
$97K ﹤0.01%
1,550
+985
1908
$97K ﹤0.01%
+4,836
1909
$97K ﹤0.01%
2,037
+1,653
1910
$97K ﹤0.01%
4,114
+2,745
1911
$97K ﹤0.01%
1,527
-12
1912
$97K ﹤0.01%
9,632
+6,355
1913
$96K ﹤0.01%
+517
1914
$96K ﹤0.01%
2,263
+1,776
1915
$95K ﹤0.01%
1,675
+388
1916
$95K ﹤0.01%
4,032
+3,381
1917
$94K ﹤0.01%
2,433
+2,193
1918
$94K ﹤0.01%
2,360
-250
1919
$94K ﹤0.01%
5,171
+2,144
1920
$94K ﹤0.01%
3,250
1921
$94K ﹤0.01%
+6,150
1922
$94K ﹤0.01%
300
1923
$94K ﹤0.01%
+5,918
1924
$93K ﹤0.01%
394
+335
1925
$93K ﹤0.01%
97
+66
75 76
77
78 79