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
76
$4.55M 0.63%
197,448
+3,917
77
$4.45M 0.62%
35,623
-5,853
78
$4.44M 0.61%
281,608
+8,033
79
$4.27M 0.59%
148,980
+4,267
80
$4.09M 0.57%
108,794
+55,724
81
$4.03M 0.56%
28,771
+813
82
$4.02M 0.56%
105,156
+2,999
83
$3.98M 0.55%
90,314
+2,547
84
$3.8M 0.53%
489,907
+13,859
85
$3.78M 0.52%
336,734
+62,240
86
$3.74M 0.52%
558,735
+56,808
87
$3.09M 0.43%
151,801
+4,304
88
$3M 0.42%
147,986
+3,806
89
$2.8M 0.39%
290,338
+8,167
90
$2.79M 0.39%
487,342
+13,800
91
$2.6M 0.36%
+6,308
92
$2.49M 0.34%
83,096
+2,328
93
$2.48M 0.34%
935,781
+26,459
94
$2.25M 0.31%
425,733
+12,297
95
$2.25M 0.31%
81,277
+2,279
96
$2.23M 0.31%
387,631
+10,982
97
$2.17M 0.3%
97,854
-6,936
98
$2.06M 0.29%
408,246
+11,490
99
$2.02M 0.28%
24,314
+283
100
$1.97M 0.27%
5,957
+172
2 3
4
5 6