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
$1.49B
AUM Growth
+$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12M
3
+$11.4M
4
VZ icon
Verizon
VZ
+$6.25M
5
DD icon
DuPont de Nemours
DD
+$5.89M

Top Sells

1
+$14.6M
2
+$12.7M
3
+$11.1M
4
AMGN icon
Amgen
AMGN
+$10.6M
5
KMB icon
Kimberly-Clark
KMB
+$9.36M

Sector Composition

1 Financials 13.39%
2 Healthcare 10.13%
3 Technology 8.29%
4 Industrials 7.48%
5 Communication Services 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.3M 1.23%
213,799
-11,037
27
$18M 1.2%
334,401
+100,867
28
$17.9M 1.2%
341,346
+1,691
29
$17.5M 1.18%
111,344
+101,416
30
$16.9M 1.13%
165,313
+853
31
$16.8M 1.12%
227,657
-1,240
32
$16.4M 1.1%
269,779
-46,757
33
$16.3M 1.09%
65,204
-11,636
34
$16.2M 1.08%
222,903
+28,093
35
$16.1M 1.08%
77,044
+1,259
36
$16M 1.07%
260,966
+445
37
$15.6M 1.04%
149,103
+52,907
38
$15.5M 1.04%
83,484
+419
39
$15.4M 1.03%
173,219
+356
40
$15.3M 1.02%
193,026
+144,769
41
$15.1M 1.01%
102,824
+441
42
$15.1M 1.01%
86,070
+2,414
43
$14.9M 1%
141,616
+576
44
$14.9M 1%
372,812
+11,643
45
$13.8M 0.92%
131,734
+1,798
46
$13.7M 0.92%
112,470
-2,443
47
$13.6M 0.91%
295,412
+6,143
48
$13.5M 0.9%
310,846
+5,442
49
$13.2M 0.89%
240,982
-1,614
50
$13M 0.87%
214,203
+2,716
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2
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