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
2126
$55K ﹤0.01%
847
+660
2127
$54K ﹤0.01%
1,779
+1,570
2128
$54K ﹤0.01%
5,710
+682
2129
$54K ﹤0.01%
2,908
+1,979
2130
$53K ﹤0.01%
482
2131
$53K ﹤0.01%
3,797
2132
$53K ﹤0.01%
1,323
+1,113
2133
$53K ﹤0.01%
1,319
+1,015
2134
$53K ﹤0.01%
1,510
2135
$53K ﹤0.01%
1,000
2136
$53K ﹤0.01%
2,090
+1,556
2137
$53K ﹤0.01%
+7,250
2138
$53K ﹤0.01%
1,612
+1,523
2139
$53K ﹤0.01%
794
+478
2140
$52K ﹤0.01%
1,031
+660
2141
$52K ﹤0.01%
234
+155
2142
$52K ﹤0.01%
2,000
+1,710
2143
$52K ﹤0.01%
576
+248
2144
$52K ﹤0.01%
2,888
2145
$52K ﹤0.01%
1,298
+674
2146
$52K ﹤0.01%
710
-350
2147
$51K ﹤0.01%
17,884
-118,717
2148
$51K ﹤0.01%
1,948
2149
$51K ﹤0.01%
667
+614
2150
$51K ﹤0.01%
3,422
+3,246
84 85
86
87 88