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
2376
$25K ﹤0.01%
593
+326
2377
$25K ﹤0.01%
1,800
2378
$25K ﹤0.01%
350
2379
$25K ﹤0.01%
1,322
+1,293
2380
$25K ﹤0.01%
4,078
+3,723
2381
$24K ﹤0.01%
662
-43
2382
$24K ﹤0.01%
1,132
+986
2383
$24K ﹤0.01%
77
2384
$24K ﹤0.01%
157
+91
2385
$24K ﹤0.01%
273
-12
2386
$24K ﹤0.01%
+135
2387
$24K ﹤0.01%
569
+481
2388
$24K ﹤0.01%
977
+843
2389
$24K ﹤0.01%
+2,122
2390
$24K ﹤0.01%
615
+457
2391
$23K ﹤0.01%
821
+498
2392
$23K ﹤0.01%
1,551
+1,307
2393
$23K ﹤0.01%
416
+355
2394
$23K ﹤0.01%
300
-1
2395
$23K ﹤0.01%
500
2396
$23K ﹤0.01%
282
2397
$23K ﹤0.01%
821
2398
$23K ﹤0.01%
659
-3,067
2399
$23K ﹤0.01%
1,094
+757
2400
$23K ﹤0.01%
2,733
+2,577
94 95
96
97 98