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
$1.11B
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$7.16M
3
+$4.38M
4
HMSY
HMS Holdings Corp.
HMSY
+$3.13M
5
ACHC icon
Acadia Healthcare
ACHC
+$2.45M

Top Sells

1
+$13.5M
2
+$7.92M
3
+$5.98M
4
IT icon
Gartner
IT
+$5.89M
5
QDEL icon
QuidelOrtho
QDEL
+$5.54M

Sector Composition

1 Industrials 24.63%
2 Financials 13.89%
3 Healthcare 12.01%
4 Technology 12.01%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.9M 0.98%
368,615
+8,149
52
$10.9M 0.98%
132,063
+2,695
53
$10.5M 0.94%
253,404
+17,353
54
$10.4M 0.94%
201,921
+35,845
55
$10.4M 0.93%
151,821
-31,725
56
$10.2M 0.92%
1,290,089
+59,752
57
$10.1M 0.91%
1,021,479
+114,481
58
$10.1M 0.9%
605,579
+25,080
59
$9.99M 0.9%
196,211
+4,769
60
$9.87M 0.89%
431,398
+45,243
61
$9.65M 0.87%
143,488
-15,681
62
$9.45M 0.85%
304,952
-34,814
63
$9.32M 0.84%
448,106
+23,081
64
$9.19M 0.83%
390,751
-17,464
65
$9.06M 0.81%
145,710
+1,377
66
$9M 0.81%
327,203
+5,059
67
$8.95M 0.8%
253,134
-77,643
68
$8.8M 0.79%
387,617
+51,216
69
$8.55M 0.77%
400,028
-5,782
70
$8.53M 0.77%
550,919
+102,569
71
$8.44M 0.76%
303,767
-4,367
72
$7.94M 0.71%
641,786
+144,163
73
$7.9M 0.71%
812,689
+29,828
74
$7.88M 0.71%
1,212,327
+64,951
75
$7.36M 0.66%
403,928
+28,457
1 2
3
4 5