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
2176
$47K ﹤0.01%
334
+312
2177
$47K ﹤0.01%
244
-97
2178
$47K ﹤0.01%
766
+388
2179
$46K ﹤0.01%
+2,286
2180
$46K ﹤0.01%
1,254
+452
2181
$46K ﹤0.01%
1,265
+738
2182
$46K ﹤0.01%
+85
2183
$45K ﹤0.01%
1,109
+812
2184
$45K ﹤0.01%
1,100
2185
$45K ﹤0.01%
2,867
+2,467
2186
$45K ﹤0.01%
1,670
+1,501
2187
$45K ﹤0.01%
837
+774
2188
$45K ﹤0.01%
2,459
+2,386
2189
$45K ﹤0.01%
1,119
2190
$45K ﹤0.01%
910
+469
2191
$44K ﹤0.01%
862
2192
$44K ﹤0.01%
978
-8
2193
$44K ﹤0.01%
1,739
+1,564
2194
$44K ﹤0.01%
+8,023
2195
$44K ﹤0.01%
283
-424
2196
$44K ﹤0.01%
984
-12,367
2197
$44K ﹤0.01%
228
-2,160
2198
$44K ﹤0.01%
643
2199
$44K ﹤0.01%
1,055
-15
2200
$44K ﹤0.01%
752
-404
86 87
88
89 90