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
$1.24B
AUM Growth
+$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$7.79M
3
+$6.04M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.36M
5
IBM icon
IBM
IBM
+$1.93M

Top Sells

1
+$11.3M
2
+$7.89M
3
+$2.05M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.66M
5
TGT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-4,800
227
– –
-7,344
228
– –
-3,570
6 7 8 9
10