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
2301
$32K ﹤0.01%
124
+11
2302
$32K ﹤0.01%
979
+917
2303
$32K ﹤0.01%
1,522
-11,533
2304
$32K ﹤0.01%
280
+210
2305
$32K ﹤0.01%
1,248
+1,116
2306
$31K ﹤0.01%
1,745
+1,281
2307
$31K ﹤0.01%
+225
2308
$31K ﹤0.01%
400
2309
$31K ﹤0.01%
1,667
2310
$31K ﹤0.01%
2,305
+2,096
2311
$31K ﹤0.01%
+669
2312
$30K ﹤0.01%
8,000
2313
$30K ﹤0.01%
+645
2314
$30K ﹤0.01%
649
+613
2315
$30K ﹤0.01%
804
+516
2316
$30K ﹤0.01%
2,699
+1,409
2317
$30K ﹤0.01%
4,977
+4,782
2318
$30K ﹤0.01%
4,992
-57,018
2319
$30K ﹤0.01%
+1,535
2320
$30K ﹤0.01%
+144
2321
$30K ﹤0.01%
345
+19
2322
$30K ﹤0.01%
1,265
+965
2323
$29K ﹤0.01%
635
+605
2324
$29K ﹤0.01%
257
2325
$29K ﹤0.01%
615
+363
91 92
93
94 95