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
76
$4.46M 0.61%
111,737
+2,943
77
$4.45M 0.6%
96,392
-8,764
78
$4.3M 0.58%
203,227
+5,779
79
$4.19M 0.57%
258,152
+7,352
80
$4.13M 0.56%
504,258
+14,351
81
$4.1M 0.56%
289,818
+8,210
82
$3.99M 0.54%
153,323
+4,343
83
$3.78M 0.51%
151,895
+3,909
84
$3.76M 0.51%
437,097
+11,364
85
$3.73M 0.51%
346,514
+9,780
86
$3.67M 0.5%
234,557
+6,025
87
$3.62M 0.49%
10,634
+4,326
88
$3.47M 0.47%
+187,307
89
$3.42M 0.46%
155,781
+3,980
90
$3.13M 0.42%
83,644
+2,367
91
$3.04M 0.41%
29,553
+782
92
$3.01M 0.41%
500,493
+13,151
93
$2.4M 0.33%
85,525
+2,429
94
$2.24M 0.3%
298,850
+8,512
95
$2.12M 0.29%
98,529
+675
96
$1.98M 0.27%
24,166
-148
97
$1.9M 0.26%
242,058
+6,290
98
$1.9M 0.26%
22,271
+552
99
$1.73M 0.23%
37,009
+163
100
$1.63M 0.22%
52,558
+1,421
2 3
4
5 6