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
$5.38B
AUM Growth
-$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$18.4M
3
+$13.8M
4
ADI icon
Analog Devices
ADI
+$9.29M
5
EMR icon
Emerson Electric
EMR
+$7.42M

Top Sells

1
+$47.7M
2
+$35.8M
3
+$28.5M
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$25.3M
5
BSCU icon
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
+$25.1M

Sector Composition

1 Technology 24.79%
2 Financials 10.86%
3 Healthcare 7.96%
4 Consumer Discretionary 7.04%
5 Industrials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$68.2K ﹤0.01%
2,899
-571
527
$68.1K ﹤0.01%
2,803
528
$67.9K ﹤0.01%
363
-27
529
$67.6K ﹤0.01%
2,150
530
$67.5K ﹤0.01%
1,842
+1,392
531
$67.4K ﹤0.01%
2,150
532
$67.1K ﹤0.01%
702
533
$65.6K ﹤0.01%
127
534
$65.1K ﹤0.01%
+2,511
535
$64.6K ﹤0.01%
2,017
536
$63K ﹤0.01%
500
537
$62.7K ﹤0.01%
1,000
538
$62.7K ﹤0.01%
515
+4
539
$62.4K ﹤0.01%
819
-35
540
$61.5K ﹤0.01%
+205
541
$61.2K ﹤0.01%
545
542
$60.6K ﹤0.01%
800
+225
543
$59.3K ﹤0.01%
5,670
544
$59.3K ﹤0.01%
2,164
545
$59.2K ﹤0.01%
537
546
$59K ﹤0.01%
1,500
547
$58.1K ﹤0.01%
465
548
$57.9K ﹤0.01%
1,000
549
$57.8K ﹤0.01%
832
550
$57.6K ﹤0.01%
562
20 21
22
23 24