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
76
$7.16M 0.64%
+518,794
77
$6.56M 0.59%
751,859
-13,193
78
$6.47M 0.58%
87,528
+25,431
79
$6.44M 0.58%
275,304
+25,137
80
$6.39M 0.57%
231,610
-329
81
$6.39M 0.57%
289,059
+29
82
$5.29M 0.47%
97,769
-63,641
83
$5.09M 0.46%
32,114
-37,172
84
$4.66M 0.42%
92,315
+697
85
$4.44M 0.4%
73,319
+112
86
$4.38M 0.39%
112,947
-108
87
$4.38M 0.39%
+79,942
88
$4.3M 0.39%
345,658
+27,982
89
$4.24M 0.38%
51,242
+807
90
$3.57M 0.32%
58,067
-9,781
91
$3.17M 0.28%
110,799
-14,253
92
$3.13M 0.28%
64,554
-31,506
93
$3.12M 0.28%
41,269
+1,917
94
$3.09M 0.28%
670,860
+101,098
95
$2.93M 0.26%
189,385
+15,633
96
$2.9M 0.26%
39,702
-7,667
97
$2.89M 0.26%
396,435
+71,691
98
$2.52M 0.23%
88,358
+4,106
99
$2.51M 0.23%
70,964
-2,010
100
$2.38M 0.21%
60,919
+2,830
2 3
4
5 6