EB
Eastern Bank Portfolio holdings
AUM
$5.25B
1-Year Est. Return
18.41%
1 Year Est. Return
+18.41%
AUM
$5.25B
AUM Growth
+$146M
(+2.9%)
Holding
1,036
Top Buys
| 1 | +$56.1M | |
| 2 | +$40.5M | |
| 3 | +$12.3M | |
| 4 |
Intercontinental Exchange
ICE
|
+$12.2M |
| 5 |
Eli Lilly
LLY
|
+$11.9M |
Top Sells
| 1 | +$314M | |
| 2 | +$40.5M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Automatic Data Processing
ADP
$116B
| $26.9M | 0.51% |
87,082
+3,742
|
|
||
52
Arista Networks
ANET
$180B
| $25.6M | 0.49% |
250,002
+101,190
|
|
||
53
Veralto
VLTO
$25.3B
| $24.1M | 0.46% |
238,930
+86,212
|
|
||
54
KLA
KLAC
$143B
| $24.1M | 0.46% |
26,898
-90
|
|
||
55
Vanguard International Dividend Appreciation ETF
VIGI
$8.57B
| $23.9M | 0.45% |
265,160
-8,798
|
|
||
56
Eastern Bankshares
EBC
$3.73B
| $22.3M | 0.42% |
1,458,016
+155,363
|
|
||
57
Costco
COST
$419B
| $21.7M | 0.41% |
21,916
-285
|
|
||
58
Merck
MRK
$210B
| $21.5M | 0.41% |
271,365
-12,160
|
|
||
59
O'Reilly Automotive
ORLY
$86.6B
| $20.8M | 0.4% |
230,978
-21,547
|
|
||
60
Applied Materials
AMAT
$181B
| $20.6M | 0.39% |
112,766
-1,163
|
|
||
61
Hartford Financial Services
HIG
$36.2B
| $20.4M | 0.39% |
161,168
-2,437
|
|
||
62
PepsiCo
PEP
$207B
| $19.1M | 0.36% |
144,400
-2,720
|
|
||
63
Air Products & Chemicals
APD
$58.3B
| $18.8M | 0.36% |
66,742
-2,154
|
|
||
64
Cabot Corp
CBT
$3.62B
| $18.5M | 0.35% |
247,143
-12,000
|
|
||
65
American Tower
AMT
$87.3B
| $18.1M | 0.35% |
82,013
-95
|
|
||
66
Mondelez International
MDLZ
$79.8B
| $17.8M | 0.34% |
263,764
+672
|
|
||
67
Equinix
EQIX
$80B
| $17.4M | 0.33% |
21,874
-246
|
|
||
68
Chevron
CVX
$306B
| $17M | 0.32% |
118,555
-3,095
|
|
||
69
Sysco
SYY
$38.3B
| $16M | 0.3% |
210,887
-3,807
|
|
||
70
Marriott International
MAR
$72.7B
| $15.8M | 0.3% |
57,885
-407
|
|
||
71
TJX Companies
TJX
$162B
| $15.4M | 0.29% |
124,874
-2,363
|
|
||
72
Chart Industries
GTLS
$8.99B
| $15.3M | 0.29% |
92,634
+4,487
|
|
||
73
Verisk Analytics
VRSK
$34.1B
| $14.6M | 0.28% |
47,026
-458
|
|
||
74
Berkshire Hathaway Class B
BRK.B
$1.07T
| $14.5M | 0.28% |
29,773
+1,380
|
|
||
75
Pultegroup
PHM
$24.6B
| $14.4M | 0.27% |
136,714
-1,006
|
|