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
$1.81B
AUM Growth
-$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$3.35M
3
+$2.49M
4
AEIS icon
Advanced Energy
AEIS
+$2.06M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.02M

Top Sells

1
+$11.8M
2
+$10M
3
+$8.13M
4
HSH
HILLSHIRE BRANDS CO
HSH
+$6.47M
5
OFG icon
OFG Bancorp
OFG
+$6.1M

Sector Composition

1 Industrials 22.89%
2 Financials 14.92%
3 Technology 13.68%
4 Healthcare 12.74%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.5M 0.8%
508,430
-8,949
52
$14.3M 0.79%
1,768,822
+3,654
53
$13.5M 0.75%
183,706
-609
54
$13.5M 0.75%
485,029
-15,736
55
$12.4M 0.68%
564,998
-10,040
56
$12.3M 0.68%
523,298
-14,068
57
$12M 0.67%
547,860
+744
58
$11.8M 0.65%
197,561
-7,682
59
$11.8M 0.65%
626,412
-15,516
60
$11.7M 0.65%
546,976
-4,385
61
$11.4M 0.63%
1,326,024
-32,692
62
$11.3M 0.62%
161,792
-393
63
$11.3M 0.62%
631,930
-12,485
64
$11.1M 0.62%
502,359
-6,262
65
$11M 0.61%
582,310
+97,049
66
$10.9M 0.61%
407,540
+838
67
$10.8M 0.6%
835,955
+1,706
68
$10.8M 0.6%
938,824
-2,195
69
$10.7M 0.59%
658,054
+1,318
70
$10.7M 0.59%
236,939
-3,494
71
$10.6M 0.59%
1,662,601
-23,260
72
$10.6M 0.59%
538,298
-10,536
73
$10.5M 0.58%
434,403
+851
74
$10.5M 0.58%
445,476
-8,630
75
$10.4M 0.58%
112,059
-2,197
1 2
3
4 5