EBIM

Eagle Boston Investment Management Portfolio holdings

AUM $87.3M
1-Year Est. Return 4.18%
This Quarter Est. Return
1 Year Est. Return
+4.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$794M
AUM Growth
-$397M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$3.98M
2 +$2.15M
3 +$1.36M
4
KN icon
Knowles
KN
+$902K
5
GWB
Great Western Bancorp, Inc.
GWB
+$461K

Top Sells

1 +$18.6M
2 +$14.2M
3 +$13.7M
4
PRXL
Parexel International Corp
PRXL
+$11.3M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$10.8M

Sector Composition

1 Industrials 22.05%
2 Financials 14.35%
3 Technology 14.25%
4 Healthcare 13.65%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$9.81M 1.23%
269,069
-78,871
27
$9.76M 1.23%
250,405
-105,247
28
$9.16M 1.15%
730,313
-324,473
29
$9.07M 1.14%
137,150
-45,104
30
$8.85M 1.11%
318,614
-82,633
31
$8.65M 1.09%
217,343
-211,330
32
$8.56M 1.08%
68,572
-86,545
33
$8.45M 1.06%
182,833
-93,548
34
$8.42M 1.06%
89,329
-40,162
35
$8.06M 1.02%
665,898
-106,675
36
$8.02M 1.01%
172,217
-79,061
37
$7.96M 1%
475,420
-122,424
38
$7.94M 1%
441,219
-176,742
39
$7.9M 0.99%
292,698
-126,707
40
$7.68M 0.97%
294,204
-57,694
41
$7.47M 0.94%
137,499
-57,105
42
$7.24M 0.91%
481,777
-83,543
43
$7.16M 0.9%
337,054
-114,862
44
$6.99M 0.88%
150,052
-60,685
45
$6.9M 0.87%
90,590
-40,848
46
$6.88M 0.87%
275,295
-52,741
47
$6.82M 0.86%
413,382
-179,429
48
$6.8M 0.86%
238,671
-62,146
49
$6.78M 0.85%
275,868
-116,106
50
$6.78M 0.85%
939,780
-202,807