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
101
$2M 0.24%
53,196
+335
102
$1.97M 0.23%
231,892
-96
103
$1.94M 0.23%
22,118
-255
104
$1.93M 0.23%
507,416
-649
105
$1.9M 0.23%
52,377
-312
106
$1.59M 0.19%
29,621
+186
107
$1.59M 0.19%
71,422
-128
108
$1.49M 0.18%
33,066
+208
109
$1.44M 0.17%
4,039
+25
110
$1.38M 0.16%
61,913
+390
111
$1.32M 0.16%
70,401
+443
112
$1.29M 0.15%
69,924
+440
113
$1.27M 0.15%
14,776
+93
114
$1.21M 0.14%
13,386
-8,283
115
$1.08M 0.13%
24,316
+153
116
$1.07M 0.13%
31,801
+200
117
$977K 0.12%
6,509
+41
118
$954K 0.11%
28,570
+180
119
$917K 0.11%
24,102
+8,354
120
$915K 0.11%
36,779
+231
121
$888K 0.11%
65,324
+411
122
$861K 0.1%
11,728
-273
123
$731K 0.09%
33,330
+210
124
$689K 0.08%
20,080
+9,047
125
$437K 0.05%
42,454
+267
2 3 4
5
6