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
101
$1.76M 0.18%
41,107
+7,843
102
$1.75M 0.17%
3,854
+731
103
$1.72M 0.17%
73,034
-773
104
$1.58M 0.16%
61,750
+11,783
105
$1.57M 0.16%
31,055
-9,990
106
$1.57M 0.16%
33,220
+8,556
107
$1.56M 0.16%
11,888
-1,058
108
$1.51M 0.15%
29,120
+5,692
109
$1.46M 0.15%
45,836
+8,747
110
$1.44M 0.14%
16,780
+3,103
111
$1.43M 0.14%
571,399
+23,120
112
$1.35M 0.14%
279,418
+18,715
113
$1.29M 0.13%
72,267
+13,792
114
$1.28M 0.13%
61,312
+24,316
115
$1.24M 0.12%
75,493
+5,140
116
$1.24M 0.12%
66,479
+753
117
$1M 0.1%
+28,878
118
$936K 0.09%
32,133
+6,131
119
$933K 0.09%
30,224
+5,766
120
$925K 0.09%
96,739
+19,132
121
$875K 0.09%
51,317
+16,358
122
$869K 0.09%
42,405
+8,090
123
$852K 0.09%
6,211
+1,180
124
$436K 0.04%
4,942
+637
125
$321K 0.03%
+2,221