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
$722M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$2.6M
3
+$2.09M
4
DY icon
Dycom Industries
DY
+$1.83M
5
FFWM icon
First Foundation Inc
FFWM
+$698K

Top Sells

1
+$4.63M
2
+$4.39M
3
+$2.71M
4
EDE
Empire District Electric
EDE
+$1.87M
5
AZZ icon
AZZ Inc
AZZ
+$1.51M

Sector Composition

1 Industrials 20.82%
2 Technology 15.19%
3 Financials 15.04%
4 Healthcare 13.39%
5 Consumer Discretionary 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.16M 1.27%
141,723
+28,325
27
$8.91M 1.23%
254,410
+7,264
28
$8.81M 1.22%
266,585
-56,716
29
$8.45M 1.17%
234,011
-28,421
30
$8.38M 1.16%
61,873
+1,735
31
$8.27M 1.14%
214,225
+6,035
32
$7.93M 1.1%
458,679
+12,943
33
$7.89M 1.09%
71,333
+701
34
$7.87M 1.09%
188,615
+5,358
35
$7.74M 1.07%
222,549
+6,318
36
$7.71M 1.07%
144,456
+3,565
37
$7.61M 1.05%
247,174
+7,656
38
$7.39M 1.02%
418,252
+11,883
39
$7.35M 1.02%
280,290
+7,941
40
$7.15M 0.99%
899,955
+25,475
41
$7.14M 0.99%
450,505
+13,648
42
$7.13M 0.99%
89,924
+2,683
43
$7.01M 0.97%
291,232
+8,221
44
$6.83M 0.95%
250,593
+7,083
45
$6.83M 0.95%
139,721
+4,025
46
$6.72M 0.93%
331,118
+9,455
47
$6.63M 0.92%
468,553
+13,326
48
$6.52M 0.9%
242,585
+6,924
49
$6.49M 0.9%
103,548
+2,872
50
$6.48M 0.9%
234,305
+6,618
1
2
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