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
1951
$86K ﹤0.01%
1,660
1952
$86K ﹤0.01%
1,575
1953
$86K ﹤0.01%
3,000
-10,412
1954
$85K ﹤0.01%
1,450
+1,217
1955
$85K ﹤0.01%
3,836
+3,644
1956
$85K ﹤0.01%
3,061
+2,869
1957
$85K ﹤0.01%
5,202
+3,537
1958
$85K ﹤0.01%
7,124
+5,579
1959
$85K ﹤0.01%
9,559
+9,506
1960
$85K ﹤0.01%
1,098
+764
1961
$84K ﹤0.01%
+6,145
1962
$84K ﹤0.01%
7,365
-3,286
1963
$84K ﹤0.01%
8,446
+8,233
1964
$84K ﹤0.01%
1,735
-238,347
1965
$84K ﹤0.01%
1,866
+1,648
1966
$84K ﹤0.01%
2,016
1967
$84K ﹤0.01%
782
1968
$84K ﹤0.01%
3,354
+2,992
1969
$84K ﹤0.01%
3,084
-1,388
1970
$84K ﹤0.01%
13,079
+9,727
1971
$84K ﹤0.01%
475
+333
1972
$84K ﹤0.01%
1,153
+732
1973
$84K ﹤0.01%
1,317
-13,648
1974
$84K ﹤0.01%
5,873
+5,449
1975
$83K ﹤0.01%
2,356
+816
77 78
79
80 81