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
2351
$27K ﹤0.01%
1,032
+714
2352
$27K ﹤0.01%
3,000
2353
$27K ﹤0.01%
250
-250
2354
$27K ﹤0.01%
674
+519
2355
$27K ﹤0.01%
408
+302
2356
$27K ﹤0.01%
451
2357
$27K ﹤0.01%
285
-315
2358
$27K ﹤0.01%
436
-5,514
2359
$27K ﹤0.01%
120
+60
2360
$27K ﹤0.01%
700
2361
$26K ﹤0.01%
732
2362
$26K ﹤0.01%
337
+332
2363
$26K ﹤0.01%
106
+86
2364
$26K ﹤0.01%
2,837
+2,125
2365
$26K ﹤0.01%
+920
2366
$26K ﹤0.01%
457
-992
2367
$26K ﹤0.01%
315
2368
$26K ﹤0.01%
1,000
2369
$26K ﹤0.01%
1,358
-515
2370
$26K ﹤0.01%
468
+386
2371
$26K ﹤0.01%
500
2372
$25K ﹤0.01%
+2,090
2373
$25K ﹤0.01%
480
+97
2374
$25K ﹤0.01%
+439
2375
$25K ﹤0.01%
36
+4
93 94
95
96 97