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
1976
$83K ﹤0.01%
+3,420
1977
$83K ﹤0.01%
1,964
+1,673
1978
$83K ﹤0.01%
600
-50
1979
$83K ﹤0.01%
1,166
+301
1980
$83K ﹤0.01%
2,262
-11,515
1981
$82K ﹤0.01%
+2,217
1982
$82K ﹤0.01%
1,816
+1,597
1983
$82K ﹤0.01%
1,080
+1,075
1984
$81K ﹤0.01%
814
+578
1985
$81K ﹤0.01%
+8,493
1986
$81K ﹤0.01%
2,055
1987
$81K ﹤0.01%
829
+76
1988
$81K ﹤0.01%
905
+169
1989
$80K ﹤0.01%
1,942
+1,727
1990
$80K ﹤0.01%
2,068
+1,784
1991
$80K ﹤0.01%
+1,073
1992
$80K ﹤0.01%
8,854
+2,087
1993
$80K ﹤0.01%
4,489
+3,327
1994
$80K ﹤0.01%
826
+254
1995
$79K ﹤0.01%
2,485
1996
$79K ﹤0.01%
4,302
-4,026
1997
$79K ﹤0.01%
1,227
-733
1998
$79K ﹤0.01%
3,873
+3,064
1999
$78K ﹤0.01%
2,143
+1,288
2000
$78K ﹤0.01%
180
+150
78 79
80
81 82