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
1
$21M 2.09%
178,482
+10,913
2
$20.3M 2.02%
315,136
-15,290
3
$20.1M 2%
388,697
+22,483
4
$20M 1.99%
615,267
+37,607
5
$17.9M 1.78%
160,257
+10,116
6
$17.1M 1.71%
316,652
+20,727
7
$16.9M 1.69%
392,010
-17,365
8
$16.5M 1.65%
313,825
+19,536
9
$16.2M 1.62%
218,170
+14,285
10
$16M 1.6%
1,498,075
+72,680
11
$16M 1.6%
65,916
+4,132
12
$16M 1.6%
189,930
+3,905
13
$15.4M 1.54%
504,248
+32,357
14
$15.2M 1.52%
660,599
+28,608
15
$14.4M 1.44%
332,888
-25,870
16
$14.1M 1.41%
182,928
+11,457
17
$13.9M 1.39%
577,269
+25,314
18
$13.3M 1.32%
223,423
+9,710
19
$13.2M 1.32%
381,988
+24,057
20
$13.2M 1.31%
193,011
-12,053
21
$12.8M 1.28%
202,728
+13,514
22
$12.5M 1.25%
260,111
+15,473
23
$12.4M 1.23%
157,061
+10,031
24
$11.9M 1.19%
222,812
+27,093
25
$11.8M 1.18%
207,220
+14,484
1
2 3 4 5