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
$737M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.93M
3
+$1.47M
4
NWL icon
Newell Brands
NWL
+$1.16M
5
OPB
Opus Bank Common Stock
OPB
+$1.07M

Top Sells

1
+$11.4M
2
+$7.35M
3
+$4.86M
4
AMSG
Amsurg Corp
AMSG
+$2.2M
5
HLF icon
Herbalife
HLF
+$1.54M

Sector Composition

1 Industrials 19.15%
2 Technology 14.89%
3 Financials 14.63%
4 Healthcare 13.63%
5 Consumer Discretionary 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-193,760
127
– –
-494,951
128
– –
-280,290
2 3 4 5
6