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
2326
$29K ﹤0.01%
+450
2327
$29K ﹤0.01%
747
+152
2328
$29K ﹤0.01%
+610
2329
$29K ﹤0.01%
1,287
+859
2330
$29K ﹤0.01%
777
+697
2331
$28K ﹤0.01%
545
+44
2332
$28K ﹤0.01%
371
+152
2333
$28K ﹤0.01%
330
+88
2334
$28K ﹤0.01%
1,143
+1,059
2335
$28K ﹤0.01%
6,765
+4,128
2336
$28K ﹤0.01%
842
+746
2337
$28K ﹤0.01%
2,907
+2,758
2338
$28K ﹤0.01%
620
+22
2339
$28K ﹤0.01%
811
+352
2340
$28K ﹤0.01%
517
-41
2341
$28K ﹤0.01%
635
2342
$27K ﹤0.01%
270
-51
2343
$27K ﹤0.01%
1,000
+195
2344
$27K ﹤0.01%
198
2345
$27K ﹤0.01%
953
+878
2346
$27K ﹤0.01%
673
+404
2347
$27K ﹤0.01%
900
2348
$27K ﹤0.01%
5,735
+5,298
2349
$27K ﹤0.01%
945
+814
2350
$27K ﹤0.01%
755
92 93
94
95 96