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
1
$16.6M 2.25%
213,611
-28,356
2
$16.1M 2.19%
151,432
+4,055
3
$15.6M 2.12%
422,583
+11,191
4
$15.1M 2.05%
269,199
+7,221
5
$13.8M 1.88%
219,828
+5,747
6
$13.7M 1.86%
212,527
+5,120
7
$13.7M 1.85%
197,326
+5,204
8
$13.1M 1.77%
145,601
+3,878
9
$12.7M 1.73%
296,224
+7,749
10
$12.2M 1.65%
218,733
+5,673
11
$12.2M 1.65%
562,920
+16,428
12
$11.9M 1.61%
1,316,038
+34,796
13
$11.8M 1.61%
216,671
+5,480
14
$11.5M 1.57%
581,782
+15,379
15
$11.5M 1.56%
158,852
+4,185
16
$11.2M 1.53%
552,412
+14,409
17
$11.2M 1.52%
343,415
+23,243
18
$10.4M 1.42%
415,245
+12,145
19
$10.1M 1.37%
470,960
+12,281
20
$9.82M 1.33%
160,740
+4,239
21
$9.68M 1.31%
219,881
+5,656
22
$9.68M 1.31%
215,697
+6,138
23
$9.67M 1.31%
240,353
+6,342
24
$9.53M 1.29%
157,922
+4,157
25
$9.32M 1.27%
274,404
+7,819
1
2 3 4 5