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
2051
$68K ﹤0.01%
1,452
-110
2052
$68K ﹤0.01%
4,825
2053
$68K ﹤0.01%
500
2054
$67K ﹤0.01%
1,700
2055
$67K ﹤0.01%
939
+443
2056
$67K ﹤0.01%
3,007
+1,797
2057
$67K ﹤0.01%
1,700
-1,146
2058
$67K ﹤0.01%
700
-75
2059
$67K ﹤0.01%
1,387
+1,136
2060
$67K ﹤0.01%
3,805
+2,136
2061
$66K ﹤0.01%
1,933
+374
2062
$66K ﹤0.01%
248
+118
2063
$65K ﹤0.01%
1,190
+956
2064
$65K ﹤0.01%
1,523
+949
2065
$65K ﹤0.01%
625
+193
2066
$65K ﹤0.01%
+1,200
2067
$65K ﹤0.01%
3,499
+332
2068
$64K ﹤0.01%
817
+562
2069
$64K ﹤0.01%
964
+915
2070
$64K ﹤0.01%
1,659
+1,529
2071
$64K ﹤0.01%
7,277
+5,092
2072
$64K ﹤0.01%
1,736
2073
$63K ﹤0.01%
+1,131
2074
$63K ﹤0.01%
1,187
+28
2075
$62K ﹤0.01%
10,531
+7,900
81 82
83
84 85