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
$722M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$2.6M
3
+$2.09M
4
DY icon
Dycom Industries
DY
+$1.83M
5
FFWM icon
First Foundation Inc
FFWM
+$698K

Top Sells

1
+$4.63M
2
+$4.39M
3
+$2.71M
4
EDE
Empire District Electric
EDE
+$1.87M
5
AZZ icon
AZZ Inc
AZZ
+$1.51M

Sector Composition

1 Industrials 20.82%
2 Technology 15.19%
3 Financials 15.04%
4 Healthcare 13.39%
5 Consumer Discretionary 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.9M 0.26%
77,957
+2,271
102
$1.89M 0.26%
21,719
+70
103
$1.78M 0.25%
51,728
+1,507
104
$1.68M 0.23%
51,137
+1,352
105
$1.58M 0.22%
137,078
+3,895
106
$1.57M 0.22%
70,874
+498
107
$1.43M 0.2%
39,884
-4,331
108
$1.41M 0.2%
36,846
+657
109
$1.22M 0.17%
235,768
+6,734
110
$1.2M 0.17%
30,925
+901
111
$1.14M 0.16%
32,154
+936
112
$1.03M 0.14%
16,067
-363
113
$1.01M 0.14%
28,804
+839
114
$937K 0.13%
11,958
-213
115
$930K 0.13%
67,995
+1,983
116
$915K 0.13%
68,458
+1,996
117
$883K 0.12%
6,492
-158
118
$804K 0.11%
60,204
+1,754
119
$763K 0.11%
31,046
+808
120
$656K 0.09%
35,767
+1,041
121
$597K 0.08%
32,411
+944
122
$484K 0.07%
15,411
+448
123
$349K 0.05%
10,797
+313
124
$346K 0.05%
63,522
+1,852
125
$263K 0.04%
41,284
+1,202
2 3 4
5
6