EB
Eastern Bank Portfolio holdings
AUM
$5.25B
1-Year Return
18.41%
This Quarter Return
-0.6%
1 Year Return
+18.41%
3 Year Return
+75.93%
5 Year Return
+122.48%
10 Year Return
+263.99%
AUM
$1.24B
AUM Growth
+$2.47M
(+0.2%)
Cap. Flow
+$22M
Cap. Flow
% of AUM
1.78%
Top 10 Holdings %
Top 10 Hldgs %
27.66%
Holding
228
New
7
Increased
90
Reduced
72
Closed
17
Top Buys
| 1 |
Invesco
IVZ
|
$9.63M |
| 2 |
CELG
Celgene Corp
CELG
|
$7.79M |
| 3 |
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
|
$6.04M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$2.36M |
| 5 |
IBM
IBM
|
$1.93M |
Top Sells
| 1 |
TJX Companies
TJX
|
$11.3M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$7.89M |
| 3 |
Intel
INTC
|
$2.05M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.66M |
| 5 |
Target
TGT
|
$1.59M |
Sector Composition
| 1 | Financials | 11.94% |
| 2 | Healthcare | 9.58% |
| 3 | Industrials | 8.95% |
| 4 | Technology | 8.39% |
| 5 | Energy | 8.32% |