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
$1B
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1 +$3.71M
2 +$2.87M
3 +$2.77M
4
PBH icon
Prestige Consumer Healthcare
PBH
+$2.3M
5
BY icon
Byline Bancorp
BY
+$2.01M

Top Sells

1 +$9.72M
2 +$8.77M
3 +$6.99M
4
ARCB icon
ArcBest
ARCB
+$3.15M
5
AEIS icon
Advanced Energy
AEIS
+$3.15M

Sector Composition

1 Industrials 22.03%
2 Technology 15.27%
3 Financials 14.83%
4 Healthcare 12.15%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$7.31M 0.73%
160,274
+6,958
77
$7.28M 0.73%
132,053
+7,907
78
$7.05M 0.7%
329,267
+67,492
79
$6.95M 0.69%
135,322
+3,583
80
$6.88M 0.69%
299,609
+87,494
81
$6.8M 0.68%
233,552
+10,707
82
$6.13M 0.61%
30,406
+1,877
83
$5.77M 0.58%
150,746
+6,665
84
$4.48M 0.45%
287,307
+20,037
85
$4.48M 0.45%
103,345
+6,025
86
$4.45M 0.44%
210,341
+14,257
87
$4.25M 0.42%
83,248
+5,466
88
$3.88M 0.39%
43,544
+2,091
89
$3.65M 0.37%
91,845
+3,970
90
$3.6M 0.36%
177,278
+51,402
91
$3.47M 0.35%
548,664
+139,016
92
$3.43M 0.34%
162,224
+7,214
93
$3.36M 0.34%
516,738
+35,408
94
$2.95M 0.29%
115,296
+21,999
95
$2.87M 0.29%
+169,415
96
$2.85M 0.28%
34,364
+2,155
97
$2.55M 0.25%
54,529
+4,336
98
$2.34M 0.23%
57,580
+10,988
99
$1.99M 0.2%
15,009
+2,783
100
$1.8M 0.18%
14,065
+643