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
1
$18.8M 2.24%
425,749
-182
2
$18.7M 2.22%
345,685
-409
3
$17.8M 2.11%
556,734
-69
4
$15.5M 1.85%
586,163
-230
5
$15M 1.78%
417,541
-978
6
$14.6M 1.73%
221,516
-57
7
$14.4M 1.72%
198,811
-81
8
$14.2M 1.69%
1,325,968
-491
9
$14.1M 1.68%
183,860
-3,842
10
$13.6M 1.62%
212,440
-1,633
11
$13.6M 1.62%
274,012
+2,600
12
$13.4M 1.6%
469,151
-5,547
13
$13.3M 1.58%
153,621
+539
14
$13.2M 1.57%
218,139
-65
15
$13.1M 1.56%
298,496
-83
16
$12.7M 1.52%
158,579
+11,312
17
$12.6M 1.5%
230,252
-31
18
$12.5M 1.49%
263,212
-24
19
$12.4M 1.48%
161,950
-62
20
$12.3M 1.46%
195,146
-19
21
$12M 1.43%
221,637
-17
22
$11.9M 1.42%
159,113
-59
23
$10.7M 1.28%
565,964
-1,371
24
$10.7M 1.28%
160,821
-370
25
$10.5M 1.25%
78,105
+4,076
1
2 3 4 5