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
2101
$59K ﹤0.01%
1,663
2102
$59K ﹤0.01%
364
+254
2103
$59K ﹤0.01%
1,915
+1,334
2104
$59K ﹤0.01%
1,854
+1,716
2105
$59K ﹤0.01%
1,276
+314
2106
$59K ﹤0.01%
1,182
+182
2107
$59K ﹤0.01%
3,800
+900
2108
$58K ﹤0.01%
1,187
+914
2109
$58K ﹤0.01%
365
-78
2110
$58K ﹤0.01%
2,164
+1,771
2111
$58K ﹤0.01%
2,690
2112
$57K ﹤0.01%
3,041
2113
$57K ﹤0.01%
61
+8
2114
$56K ﹤0.01%
4,271
-11,000
2115
$56K ﹤0.01%
4,005
+3,562
2116
$56K ﹤0.01%
532
+345
2117
$56K ﹤0.01%
935
+57
2118
$55K ﹤0.01%
600
2119
$55K ﹤0.01%
1,714
2120
$55K ﹤0.01%
543
2121
$55K ﹤0.01%
5,648
+1,513
2122
$55K ﹤0.01%
649
+175
2123
$55K ﹤0.01%
1,179
+259
2124
$55K ﹤0.01%
2,962
+2,713
2125
$55K ﹤0.01%
3,485
+3,347
83 84
85
86 87