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
2426
$20K ﹤0.01%
416
-83
2427
$20K ﹤0.01%
+230
2428
$20K ﹤0.01%
500
-1,161
2429
$20K ﹤0.01%
4,978
2430
$20K ﹤0.01%
+2,000
2431
$19K ﹤0.01%
579
-183,105
2432
$19K ﹤0.01%
316
-695
2433
$19K ﹤0.01%
600
-1,357
2434
$19K ﹤0.01%
1,000
-525
2435
$19K ﹤0.01%
842
+587
2436
$19K ﹤0.01%
4,250
-5,194
2437
$19K ﹤0.01%
775
+743
2438
$19K ﹤0.01%
+13,332
2439
$19K ﹤0.01%
750
2440
$18K ﹤0.01%
197
+121
2441
$18K ﹤0.01%
234
+160
2442
$18K ﹤0.01%
877
+755
2443
$18K ﹤0.01%
1,321
2444
$18K ﹤0.01%
346
+99
2445
$18K ﹤0.01%
237
2446
$18K ﹤0.01%
481
+365
2447
$18K ﹤0.01%
578
2448
$18K ﹤0.01%
531
+108
2449
$18K ﹤0.01%
1,250
2450
$18K ﹤0.01%
1,085
+520
96 97
98
99 100