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
1
$18.1M 2.5%
241,967
+6,146
2
$15.5M 2.15%
147,377
+2,990
3
$15.2M 2.1%
411,392
+14,993
4
$14.2M 1.97%
192,122
-59,208
5
$13.4M 1.86%
214,081
+6,053
6
$12.7M 1.76%
418,098
+11,931
7
$12.4M 1.72%
261,978
+6,488
8
$12.3M 1.7%
320,172
+9,119
9
$12.2M 1.69%
288,475
+8,152
10
$11.6M 1.61%
207,407
+5,841
11
$11.4M 1.58%
193,760
-45,973
12
$11M 1.52%
211,191
+4,685
13
$11M 1.52%
538,003
+15,401
14
$11M 1.52%
213,060
+6,014
15
$10.7M 1.48%
209,559
+5,892
16
$10.5M 1.45%
546,492
+13,252
17
$10.5M 1.45%
566,403
+16,012
18
$10.1M 1.4%
1,281,242
+36,359
19
$9.99M 1.38%
154,667
+3,821
20
$9.65M 1.34%
731,302
+20,721
21
$9.53M 1.32%
403,100
+9,753
22
$9.44M 1.31%
153,765
+4,336
23
$9.4M 1.3%
144,357
-4,754
24
$9.39M 1.3%
242,188
+8,800
25
$9.37M 1.3%
156,501
+4,416
1
2 3 4 5