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
2226
$40K ﹤0.01%
400
-431
2227
$40K ﹤0.01%
1,025
+57
2228
$40K ﹤0.01%
285
+83
2229
$40K ﹤0.01%
1,000
+700
2230
$39K ﹤0.01%
1,295
+1,051
2231
$39K ﹤0.01%
982
+271
2232
$39K ﹤0.01%
587
+462
2233
$39K ﹤0.01%
+1,939
2234
$39K ﹤0.01%
796
+710
2235
$39K ﹤0.01%
440
+404
2236
$39K ﹤0.01%
765
+530
2237
$39K ﹤0.01%
+913
2238
$39K ﹤0.01%
296
-80
2239
$39K ﹤0.01%
1,894
+1,597
2240
$39K ﹤0.01%
742
+409
2241
$39K ﹤0.01%
799
+525
2242
$39K ﹤0.01%
586
2243
$39K ﹤0.01%
757
+94
2244
$38K ﹤0.01%
1,634
+487
2245
$38K ﹤0.01%
611
+336
2246
$38K ﹤0.01%
846
+796
2247
$38K ﹤0.01%
1,036
+647
2248
$38K ﹤0.01%
2,115
+1,941
2249
$38K ﹤0.01%
+500
2250
$38K ﹤0.01%
131
+122
88 89
90
91 92