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
51
$6.53M 0.89%
740,077
+331,831
52
$6.5M 0.88%
92,546
+2,622
53
$6.26M 0.85%
106,134
+2,586
54
$6.23M 0.85%
261,611
+7,635
55
$6.18M 0.84%
317,948
+8,233
56
$6.14M 0.83%
322,168
+8,352
57
$5.97M 0.81%
306,197
+7,971
58
$5.83M 0.79%
326,489
+9,299
59
$5.79M 0.79%
854,740
+155,288
60
$5.69M 0.77%
194,550
-52,624
61
$5.68M 0.77%
210,733
+5,684
62
$5.45M 0.74%
340,773
+9,655
63
$5.42M 0.74%
55,635
+1,399
64
$5.38M 0.73%
180,258
+4,667
65
$5.32M 0.72%
36,581
+958
66
$5.28M 0.72%
395,449
+54,613
67
$5.2M 0.71%
202,232
+5,382
68
$5.17M 0.7%
378,164
+10,162
69
$5.13M 0.7%
360,398
+9,447
70
$5.09M 0.69%
240,575
+6,270
71
$5.04M 0.68%
83,970
+2,166
72
$5.01M 0.68%
963,202
+27,421
73
$4.55M 0.62%
331,057
+8,678
74
$4.52M 0.61%
92,949
+2,635
75
$4.51M 0.61%
575,064
+16,329
1 2
3
4 5