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
2251
$38K ﹤0.01%
3,336
-674
2252
$37K ﹤0.01%
499
+433
2253
$37K ﹤0.01%
404
-258
2254
$37K ﹤0.01%
+489
2255
$37K ﹤0.01%
+2,602
2256
$37K ﹤0.01%
754
+682
2257
$37K ﹤0.01%
+2,000
2258
$37K ﹤0.01%
1,087
+990
2259
$37K ﹤0.01%
2,224
+2,034
2260
$36K ﹤0.01%
1,130
+1,008
2261
$36K ﹤0.01%
+580
2262
$36K ﹤0.01%
3,402
+2,956
2263
$36K ﹤0.01%
275
-480
2264
$36K ﹤0.01%
932
2265
$36K ﹤0.01%
892
+788
2266
$36K ﹤0.01%
809
2267
$36K ﹤0.01%
1,943
+99
2268
$35K ﹤0.01%
425
+304
2269
$35K ﹤0.01%
708
+55
2270
$35K ﹤0.01%
441
2271
$35K ﹤0.01%
549
-750
2272
$35K ﹤0.01%
1,095
-685
2273
$35K ﹤0.01%
+720
2274
$35K ﹤0.01%
1,904
+1,739
2275
$35K ﹤0.01%
342
+91
89 90
91
92 93