EB

Eastern Bank Portfolio holdings

AUM $5.63B
1-Year Est. Return 20.31%
This Quarter Est. Return
1 Year Est. Return
+20.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$11.9M
3
+$10.4M
4
NOV icon
NOV
NOV
+$8.85M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.38M

Top Sells

1
+$13.6M
2
+$11.5M
3
+$6.73M
4
DINO icon
HF Sinclair
DINO
+$3.17M
5
ALL icon
Allstate
ALL
+$2.9M

Sector Composition

1 Financials 12.2%
2 Healthcare 9.08%
3 Energy 8.89%
4 Industrials 8.62%
5 Technology 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-10,070
227
– –
-15,107
228
– –
-3,116
229
– –
-2,000
230
– –
-5,500
231
– –
-4,895
6 7 8 9
10