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
2076
$62K ﹤0.01%
1,736
+1,238
2077
$62K ﹤0.01%
2,802
+1,708
2078
$62K ﹤0.01%
2,431
+2,325
2079
$62K ﹤0.01%
2,120
2080
$62K ﹤0.01%
914
+743
2081
$62K ﹤0.01%
1,322
-13,601
2082
$62K ﹤0.01%
1,234
+1,087
2083
$61K ﹤0.01%
3,726
+2,865
2084
$61K ﹤0.01%
4,000
2085
$61K ﹤0.01%
2,014
+1,809
2086
$61K ﹤0.01%
305
2087
$61K ﹤0.01%
+3,112
2088
$61K ﹤0.01%
783
+705
2089
$61K ﹤0.01%
750
2090
$61K ﹤0.01%
1,647
+964
2091
$60K ﹤0.01%
2,150
-188
2092
$60K ﹤0.01%
2,161
+1,524
2093
$60K ﹤0.01%
1,859
+1,426
2094
$60K ﹤0.01%
4,504
+4,402
2095
$60K ﹤0.01%
1,640
-216
2096
$60K ﹤0.01%
648
-739
2097
$59K ﹤0.01%
3,475
2098
$59K ﹤0.01%
1,267
+668
2099
$59K ﹤0.01%
1,256
+1,070
2100
$59K ﹤0.01%
3,784
+3,338
82 83
84
85 86