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
$1.23B
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$12M
3
+$11.5M
4
DNOW icon
DNOW Inc
DNOW
+$5.67M
5
BIIB icon
Biogen
BIIB
+$3.99M

Top Sells

1
+$18.6M
2
+$13.7M
3
+$12.4M
4
AAPL icon
Apple
AAPL
+$5.5M
5
MS icon
Morgan Stanley
MS
+$4.25M

Sector Composition

1 Financials 10.67%
2 Healthcare 9.36%
3 Industrials 9.14%
4 Energy 9%
5 Technology 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-6,424
227
– –
-5,575
228
– –
-5,181
229
– –
-4,233
6 7 8 9
10