EB

Eastern Bank Portfolio holdings

AUM $5.25B
1-Year Est. Return 18.41%
This Quarter Est. Return
1 Year Est. Return
+18.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$10.3M
3 +$9.97M
4
CVX icon
Chevron
CVX
+$8.41M
5
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$5.52M

Top Sells

1 +$19.5M
2 +$11.2M
3 +$10.6M
4
XOM icon
Exxon Mobil
XOM
+$9.16M
5
IJH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-3,610
227
-35,000