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
$1.81B
AUM Growth
-$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$3.35M
3
+$2.49M
4
AEIS icon
Advanced Energy
AEIS
+$2.06M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.02M

Top Sells

1
+$11.8M
2
+$10M
3
+$8.13M
4
HSH
HILLSHIRE BRANDS CO
HSH
+$6.47M
5
OFG icon
OFG Bancorp
OFG
+$6.1M

Sector Composition

1 Industrials 22.89%
2 Financials 14.92%
3 Technology 13.68%
4 Healthcare 12.74%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.14M 0.34%
459,805
-7,719
102
$5.96M 0.33%
1,708,938
-36,548
103
$5.78M 0.32%
150,376
-13,972
104
$5.48M 0.3%
212,306
-14,812
105
$5.42M 0.3%
492,621
-670
106
$5.34M 0.3%
+177,331
107
$5.16M 0.29%
147,474
-13,923
108
$5.13M 0.28%
239,487
-16,419
109
$5.12M 0.28%
86,972
-6,066
110
$5.07M 0.28%
296,549
-3,223
111
$4.97M 0.27%
190,832
-13,100
112
$4.97M 0.27%
81,851
-7,582
113
$4.88M 0.27%
132,625
-9,112
114
$4.83M 0.27%
194,728
-45
115
$4.69M 0.26%
84,751
+8
116
$4.55M 0.25%
41,660
+18,455
117
$4.34M 0.24%
373,954
-37,948
118
$3.94M 0.22%
277,537
-18,980
119
$3.83M 0.21%
995,367
-322
120
$3.7M 0.2%
284,878
+591
121
$3.58M 0.2%
322,768
-22,249
122
$3.36M 0.19%
135,294
-9,010
123
$3.35M 0.19%
+159,648
124
$3.12M 0.17%
46,016
-3,506
125
$3.03M 0.17%
27,004
-1,831
2 3 4
5
6