EB
Eastern Bank Portfolio holdings
AUM
$5.25B
1-Year Return
18.41%
This Quarter Return
+13.06%
1 Year Return
+18.41%
3 Year Return
+75.93%
5 Year Return
+122.48%
10 Year Return
+263.99%
AUM
$5.25B
AUM Growth
+$146M
(+2.9%)
Cap. Flow
-$374M
Cap. Flow
% of AUM
-7.13%
Top 10 Holdings %
Top 10 Hldgs %
36.08%
Holding
1,036
New
49
Increased
112
Reduced
346
Closed
107
Top Buys
| 1 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
+$56.1M |
| 2 |
JPMorgan International Research Enhanced Equity ETF
JIRE
|
+$40.5M |
| 3 |
Netflix
NFLX
|
+$12.3M |
| 4 |
Intercontinental Exchange
ICE
|
+$12.2M |
| 5 |
Eli Lilly
LLY
|
+$11.9M |
Top Sells
| 1 |
State Street
STT
|
+$314M |
| 2 |
UnitedHealth
UNH
|
+$40.5M |
| 3 |
Tesla
TSLA
|
+$18M |
| 4 |
Advanced Micro Devices
AMD
|
+$15.8M |
| 5 |
American Express
AXP
|
+$14.5M |
Sector Composition
| 1 | Technology | 25.67% |
| 2 | Financials | 12.72% |
| 3 | Communication Services | 6.96% |
| 4 | Healthcare | 6.92% |
| 5 | Consumer Discretionary | 6.6% |
