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
+$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$9.9M
3 +$9.48M
4
PPG icon
PPG Industries
PPG
+$8.65M
5
XOM icon
Exxon Mobil
XOM
+$7.87M

Top Sells

1 +$17.2M
2 +$12.3M
3 +$10.8M
4
SYK icon
Stryker
SYK
+$10.7M
5
NUE icon
Nucor
NUE
+$7.57M

Sector Composition

1 Healthcare 11.27%
2 Financials 10.89%
3 Communication Services 8.8%
4 Industrials 7.88%
5 Technology 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$15.2M 1.22%
87,036
-429
27
$15.2M 1.22%
968,179
-11,424
28
$14.8M 1.19%
115,627
+17,087
29
$14.8M 1.19%
178,447
-40,409
30
$14.6M 1.17%
543,996
-246,606
31
$14.4M 1.15%
154,704
+464
32
$14.3M 1.15%
348,704
-1,375
33
$14M 1.13%
111,143
-676
34
$13.7M 1.1%
130,843
-86
35
$13.5M 1.08%
309,809
-1,934
36
$13M 1.05%
225,783
+802
37
$13M 1.04%
35,831
+27,313
38
$12.9M 1.04%
287,742
-42,877
39
$12.6M 1.02%
285,593
+654
40
$12.6M 1.01%
75,628
+874
41
$12.6M 1.01%
232,987
-1,444
42
$12.5M 1%
388,595
-3,086
43
$12.4M 0.99%
+372,462
44
$12.2M 0.98%
80,257
-19,856
45
$12.1M 0.98%
69,283
-585
46
$12M 0.96%
159,896
+60,477
47
$11.7M 0.94%
105,372
-302
48
$11.7M 0.94%
146,771
-770
49
$11.2M 0.9%
272,979
-1,266
50
$10.9M 0.88%
207,424
+1,927