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
$840M
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$4.06M
3
+$2.86M
4
ACHC icon
Acadia Healthcare
ACHC
+$2.1M
5
DY icon
Dycom Industries
DY
+$908K

Top Sells

1
+$14.5M
2
+$4.31M
3
+$2.35M
4
WLY icon
John Wiley & Sons Class A
WLY
+$2.25M
5
ARCB icon
ArcBest
ARCB
+$1.56M

Sector Composition

1 Industrials 20.33%
2 Technology 16.94%
3 Financials 16.82%
4 Healthcare 10.82%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.15M 0.61%
260,210
+87
77
$5.15M 0.61%
157,027
-1
78
$5.13M 0.61%
181,712
+3
79
$5.08M 0.61%
29,775
-12
80
$4.94M 0.59%
236,450
+23
81
$4.75M 0.57%
197,580
+1,480
82
$4.69M 0.56%
73,407
-10
83
$4.64M 0.55%
97,115
-39
84
$4.54M 0.54%
+409,346
85
$4.26M 0.51%
93,526
-119
86
$4.17M 0.5%
137,945
-14,859
87
$4.06M 0.48%
+89,459
88
$3.88M 0.46%
26,420
-9
89
$3.85M 0.46%
86,060
-112
90
$3.82M 0.46%
66,787
-213
91
$3.81M 0.45%
484,959
-562
92
$3.01M 0.36%
440,543
-20
93
$2.93M 0.35%
37,328
-362
94
$2.61M 0.31%
300,720
-394
95
$2.4M 0.29%
401,383
-580
96
$2.38M 0.28%
243,956
-29
97
$2.14M 0.25%
95,535
+600
98
$2.1M 0.25%
+63,484
99
$2.07M 0.25%
141,974
-171
100
$2.02M 0.24%
58,275
+367
2 3
4
5 6