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
2151
$50K ﹤0.01%
2,350
+2,288
2152
$50K ﹤0.01%
+3,069
2153
$50K ﹤0.01%
+845
2154
$50K ﹤0.01%
2,200
+12
2155
$50K ﹤0.01%
+20,000
2156
$50K ﹤0.01%
645
+583
2157
$50K ﹤0.01%
706
2158
$50K ﹤0.01%
+1,862
2159
$49K ﹤0.01%
407
+293
2160
$49K ﹤0.01%
1,610
+831
2161
$49K ﹤0.01%
4,634
-17,333
2162
$49K ﹤0.01%
2,160
+235
2163
$49K ﹤0.01%
+1,106
2164
$49K ﹤0.01%
764
+659
2165
$49K ﹤0.01%
2,851
+2,016
2166
$48K ﹤0.01%
2,626
+1,308
2167
$48K ﹤0.01%
2,057
+1,593
2168
$48K ﹤0.01%
740
2169
$48K ﹤0.01%
1,249
+500
2170
$48K ﹤0.01%
1,032
+548
2171
$48K ﹤0.01%
2,303
+2,110
2172
$48K ﹤0.01%
472
+422
2173
$48K ﹤0.01%
1,013
-4,003
2174
$47K ﹤0.01%
2,500
2175
$47K ﹤0.01%
1,018
+476
85 86
87
88 89