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
2451
$17K ﹤0.01%
279
+152
2452
$17K ﹤0.01%
286
-99
2453
$17K ﹤0.01%
+741
2454
$17K ﹤0.01%
451
-19
2455
$17K ﹤0.01%
+931
2456
$17K ﹤0.01%
100
2457
$17K ﹤0.01%
978
+684
2458
$17K ﹤0.01%
300
2459
$17K ﹤0.01%
432
+315
2460
$17K ﹤0.01%
155
-52
2461
$17K ﹤0.01%
588
+426
2462
$17K ﹤0.01%
+21
2463
$16K ﹤0.01%
1,500
+864
2464
$16K ﹤0.01%
39
-4
2465
$16K ﹤0.01%
+1,000
2466
$16K ﹤0.01%
140
-27
2467
$16K ﹤0.01%
312
2468
$16K ﹤0.01%
461
2469
$16K ﹤0.01%
350
+46
2470
$16K ﹤0.01%
900
-349
2471
$16K ﹤0.01%
1,107
+981
2472
$16K ﹤0.01%
386
+191
2473
$16K ﹤0.01%
87
2474
$16K ﹤0.01%
364
-70
2475
$16K ﹤0.01%
312
-372
97 98
99
100 101