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
$920M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$14.7M
2 +$9.8M
3 +$6.22M
4
WLY icon
John Wiley & Sons Class A
WLY
+$5.9M
5
EVHC
Envision Healthcare Holdings Inc
EVHC
+$1.98M

Top Sells

1 +$13.9M
2 +$13.6M
3 +$9.81M
4
MPG
Metaldyne Performance Group Inc.
MPG
+$7.86M
5
B
Barnes Group Inc.
B
+$5.29M

Sector Composition

1 Industrials 21.2%
2 Technology 19.03%
3 Healthcare 14.1%
4 Financials 13.79%
5 Consumer Discretionary 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$11.6M 1.26%
191,636
+21,895
27
$11M 1.19%
187,130
-90,424
28
$10.8M 1.18%
213,870
+5,091
29
$10.6M 1.15%
417,316
+10,701
30
$10.5M 1.14%
810,453
+23,619
31
$10.4M 1.13%
170,054
+483
32
$10.4M 1.13%
632,505
+21,020
33
$10.3M 1.12%
364,026
+11,229
34
$10.2M 1.1%
386,255
+3,152
35
$10.1M 1.09%
329,644
+10,936
36
$9.95M 1.08%
21,271
+1,692
37
$9.74M 1.06%
359,034
+11,890
38
$9.66M 1.05%
81,280
+14,485
39
$9.55M 1.04%
67,802
+4,419
40
$9.35M 1.02%
102,230
+3,852
41
$9.28M 1.01%
264,074
-659
42
$9.08M 0.99%
494,456
+2,687
43
$9.06M 0.98%
352,777
+2,356
44
$8.84M 0.96%
700,597
+134,095
45
$8.68M 0.94%
358,879
+19,258
46
$8.66M 0.94%
1,024,538
+30,189
47
$8.55M 0.93%
84,500
-193
48
$8.49M 0.92%
175,415
+504
49
$8.48M 0.92%
160,662
+2,504
50
$8.47M 0.92%
123,879
+11,374