EB
Eastern Bank Portfolio holdings
AUM
$5.25B
This Quarter Return
+4.31%
1 Year Return
+18.41%
3 Year Return
+75.93%
5 Year Return
+122.48%
10 Year Return
+263.99%
AUM
$1.09B
AUM Growth
+$1.09B
(+1.4%)
Cap. Flow
-$26.2M
Cap. Flow
% of AUM
-2.4%
Top 10 Holdings %
Top 10 Hldgs %
27.12%
Holding
227
New
21
Increased
48
Reduced
103
Closed
13
Top Buys
| 1 |
Eaton
ETN
|
$10.6M |
| 2 |
Home Depot
HD
|
$10.3M |
| 3 |
GE Aerospace
GE
|
$9.97M |
| 4 |
Chevron
CVX
|
$8.41M |
| 5 |
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
|
$5.52M |
Top Sells
| 1 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$19.5M |
| 2 |
Yum! Brands
YUM
|
$11.2M |
| 3 |
Stanley Black & Decker
SWK
|
$10.6M |
| 4 |
Exxon Mobil
XOM
|
$9.16M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.75M |
Sector Composition
| 1 | Financials | 12.32% |
| 2 | Healthcare | 9.89% |
| 3 | Energy | 8.84% |
| 4 | Technology | 8.74% |
| 5 | Consumer Discretionary | 8.08% |