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
$1.08B
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.95M
3
+$1.77M
4
HMSY
HMS Holdings Corp.
HMSY
+$1.64M
5
PBH icon
Prestige Consumer Healthcare
PBH
+$1.59M

Top Sells

1
+$20M
2
+$10.3M
3
+$4.45M
4
QDEL icon
QuidelOrtho
QDEL
+$3.32M
5
MKTX icon
MarketAxess Holdings
MKTX
+$3.05M

Sector Composition

1 Industrials 22.63%
2 Financials 14.68%
3 Technology 13.56%
4 Healthcare 12.81%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.5M 0.97%
175,094
+7,361
52
$10.2M 0.94%
236,051
+9,999
53
$10.1M 0.94%
339,766
+14,696
54
$10.1M 0.93%
129,368
+5,444
55
$9.98M 0.92%
75,674
+3,260
56
$9.86M 0.91%
399,768
+16,837
57
$9.86M 0.91%
381,749
+35,933
58
$9.77M 0.9%
191,442
+27,138
59
$9.65M 0.89%
166,076
+14,950
60
$9.6M 0.89%
425,025
-133,462
61
$9.53M 0.88%
440,783
+75,722
62
$9.41M 0.87%
1,147,376
+49,281
63
$9.21M 0.85%
69,286
+1,969
64
$8.97M 0.83%
386,155
+37,589
65
$8.88M 0.82%
580,499
+24,551
66
$8.87M 0.82%
1,208,690
+111,121
67
$8.77M 0.81%
322,144
+13,927
68
$8.68M 0.8%
144,333
+6,088
69
$8.63M 0.8%
782,861
+33,834
70
$8.61M 0.79%
765,052
+32,417
71
$8.29M 0.77%
405,810
+16,860
72
$8.27M 0.76%
308,134
+13,083
73
$7.9M 0.73%
161,410
+6,896
74
$7.8M 0.72%
70,029
+7,261
75
$7.51M 0.69%
336,401
+29,247
1 2
3
4 5