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
$737M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.93M
3
+$1.47M
4
NWL icon
Newell Brands
NWL
+$1.16M
5
OPB
Opus Bank Common Stock
OPB
+$1.07M

Top Sells

1
+$11.4M
2
+$7.35M
3
+$4.86M
4
AMSG
Amsurg Corp
AMSG
+$2.2M
5
HLF icon
Herbalife
HLF
+$1.54M

Sector Composition

1 Industrials 19.15%
2 Technology 14.89%
3 Financials 14.63%
4 Healthcare 13.63%
5 Consumer Discretionary 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.25M 1.26%
429,558
+11,460
27
$9.02M 1.23%
136,787
-7,570
28
$8.67M 1.18%
228,461
+5,912
29
$8.66M 1.18%
63,522
+1,649
30
$8.65M 1.17%
261,154
+6,744
31
$8.49M 1.15%
668,843
-62,459
32
$8.44M 1.15%
73,440
+2,107
33
$8.36M 1.13%
248,741
+6,553
34
$8.35M 1.13%
193,625
+5,010
35
$8.21M 1.12%
148,267
+3,811
36
$7.91M 1.07%
429,494
+11,242
37
$7.66M 1.04%
926,311
+26,356
38
$7.66M 1.04%
274,100
+7,240
39
$7.49M 1.02%
143,470
+3,749
40
$7.31M 0.99%
482,261
+13,708
41
$7.17M 0.97%
227,347
-23,246
42
$7.16M 0.97%
462,660
+12,155
43
$7.03M 0.95%
504,979
+13,540
44
$6.79M 0.92%
200,788
+31,800
45
$6.77M 0.92%
299,756
+8,524
46
$6.7M 0.91%
249,059
+6,474
47
$6.69M 0.91%
349,001
+8,493
48
$6.68M 0.91%
167,840
+4,182
49
$6.67M 0.91%
68,582
+1,973
50
$6.57M 0.89%
79,713
+1,992
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