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
$1B
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1 +$3.71M
2 +$2.87M
3 +$2.77M
4
PBH icon
Prestige Consumer Healthcare
PBH
+$2.3M
5
BY icon
Byline Bancorp
BY
+$2.01M

Top Sells

1 +$9.72M
2 +$8.77M
3 +$6.99M
4
ARCB icon
ArcBest
ARCB
+$3.15M
5
AEIS icon
Advanced Energy
AEIS
+$3.15M

Sector Composition

1 Industrials 22.03%
2 Technology 15.27%
3 Financials 14.83%
4 Healthcare 12.15%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$8.95M 0.89%
701,118
+40,923
52
$8.9M 0.89%
316,817
+13,895
53
$8.88M 0.89%
70,622
-16,340
54
$8.7M 0.87%
106,829
+4,689
55
$8.68M 0.87%
242,735
-88,169
56
$8.62M 0.86%
326,957
+22,034
57
$8.61M 0.86%
130,101
+8,121
58
$8.57M 0.86%
1,071,093
+46,564
59
$8.57M 0.86%
171,371
-139,743
60
$8.53M 0.85%
334,027
+21,000
61
$8.31M 0.83%
282,869
+60,505
62
$8.26M 0.82%
364,271
+23,028
63
$8.22M 0.82%
732,664
+32,140
64
$8.21M 0.82%
300,389
+13,210
65
$8.11M 0.81%
123,494
+10,181
66
$8.06M 0.81%
118,164
+7,241
67
$8.02M 0.8%
421,981
+28,150
68
$7.94M 0.79%
64,440
+3,830
69
$7.93M 0.79%
387,102
+16,925
70
$7.84M 0.78%
240,269
+113,592
71
$7.78M 0.78%
530,795
+73,995
72
$7.61M 0.76%
224,880
+15,026
73
$7.61M 0.76%
350,553
+15,264
74
$7.44M 0.74%
368,360
-57,962
75
$7.33M 0.73%
49,186
+18,587