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
2026
$74K ﹤0.01%
+1,969
2027
$74K ﹤0.01%
3,844
+3,245
2028
$73K ﹤0.01%
1,086
+948
2029
$73K ﹤0.01%
4,365
+3,920
2030
$73K ﹤0.01%
1,184
2031
$73K ﹤0.01%
600
-314
2032
$73K ﹤0.01%
1,950
-810
2033
$73K ﹤0.01%
580
-550
2034
$73K ﹤0.01%
1,447
-4
2035
$73K ﹤0.01%
2,220
2036
$72K ﹤0.01%
720
+548
2037
$72K ﹤0.01%
2,164
-883
2038
$72K ﹤0.01%
13,112
+12,226
2039
$71K ﹤0.01%
+3,030
2040
$71K ﹤0.01%
1,016
-84
2041
$71K ﹤0.01%
888
+375
2042
$70K ﹤0.01%
1,227
+1,173
2043
$70K ﹤0.01%
2,176
-473
2044
$70K ﹤0.01%
13,265
+11,426
2045
$70K ﹤0.01%
1,198
+908
2046
$69K ﹤0.01%
1,458
+1,203
2047
$69K ﹤0.01%
325
+50
2048
$68K ﹤0.01%
1,619
+1,369
2049
$68K ﹤0.01%
760
+597
2050
$68K ﹤0.01%
1,287
+767
80 81
82
83 84