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
51
$6.21M 0.86%
66,609
+1,278
52
$6.2M 0.86%
298,226
+25,521
53
$6.16M 0.85%
340,508
+12,352
54
$6.08M 0.84%
163,658
+4,552
55
$5.91M 0.82%
699,452
+51,929
56
$5.9M 0.82%
77,721
+2,445
57
$5.89M 0.82%
350,951
+9,913
58
$5.84M 0.81%
175,591
+5,481
59
$5.75M 0.8%
168,988
+17,847
60
$5.71M 0.79%
491,439
+26,916
61
$5.7M 0.79%
205,049
+5,802
62
$5.63M 0.78%
309,715
+8,806
63
$5.53M 0.77%
+340,836
64
$5.47M 0.76%
317,190
+8,926
65
$5.42M 0.75%
313,816
+8,868
66
$5.42M 0.75%
322,379
+9,150
67
$5.41M 0.75%
250,800
+7,055
68
$5.23M 0.72%
196,850
+6,410
69
$5.17M 0.72%
253,976
+8,099
70
$4.86M 0.67%
494,951
+14,022
71
$4.85M 0.67%
368,002
+10,382
72
$4.84M 0.67%
54,236
+1,909
73
$4.69M 0.65%
228,532
+4,833
74
$4.63M 0.64%
81,804
-26,679
75
$4.62M 0.64%
266,860
+7,553
1 2
3
4 5