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
2201
$43K ﹤0.01%
11,083
-30,030
2202
$43K ﹤0.01%
892
+542
2203
$43K ﹤0.01%
4,947
2204
$43K ﹤0.01%
1,192
+1,057
2205
$43K ﹤0.01%
3,031
+749
2206
$43K ﹤0.01%
1,645
+1,075
2207
$43K ﹤0.01%
1,045
+719
2208
$43K ﹤0.01%
558
+440
2209
$43K ﹤0.01%
3,484
+3,233
2210
$43K ﹤0.01%
+648
2211
$43K ﹤0.01%
1,300
2212
$43K ﹤0.01%
+1,631
2213
$43K ﹤0.01%
408
+248
2214
$42K ﹤0.01%
2,784
+2,262
2215
$42K ﹤0.01%
4,370
+4,296
2216
$42K ﹤0.01%
1,902
+554
2217
$42K ﹤0.01%
457
-419
2218
$42K ﹤0.01%
376
2219
$42K ﹤0.01%
8,295
-47,400
2220
$41K ﹤0.01%
+2,000
2221
$41K ﹤0.01%
449
-218
2222
$41K ﹤0.01%
1,713
+1,494
2223
$41K ﹤0.01%
1,295
+412
2224
$41K ﹤0.01%
6,628
+5,961
2225
$41K ﹤0.01%
1,734
+1,630
87 88
89
90 91