EB

Eastern Bank Portfolio holdings

AUM $5.8B
1-Year Est. Return 22.11%
This Quarter Est. Return
1 Year Est. Return
+22.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$11.9M
3
+$10.4M
4
NOV icon
NOV
NOV
+$8.85M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.38M

Top Sells

1
+$13.6M
2
+$11.5M
3
+$6.73M
4
DINO icon
HF Sinclair
DINO
+$3.17M
5
ALL icon
Allstate
ALL
+$2.9M

Sector Composition

1 Financials 12.2%
2 Healthcare 9.08%
3 Energy 8.89%
4 Industrials 8.62%
5 Technology 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.3M 0.87%
216,868
-66,711
52
$10.1M 0.85%
171,084
-16,774
53
$9.9M 0.83%
97,321
-14,103
54
$9.49M 0.8%
103,999
-5,409
55
$9.23M 0.78%
314,525
-19,164
56
$8.97M 0.76%
243,590
+32,549
57
$8.85M 0.75%
+125,987
58
$8.72M 0.73%
287,232
-31,321
59
$8.38M 0.71%
165,897
-55,065
60
$7.52M 0.63%
361,220
-26,386
61
$6.93M 0.58%
117,324
62
$6.76M 0.57%
296,334
+38,785
63
$6.43M 0.54%
156,756
-3,338
64
$6.38M 0.54%
303,090
+42,039
65
$6.38M 0.54%
285,062
+31,880
66
$5.97M 0.5%
225,550
+82,829
67
$5.19M 0.44%
85,471
+3,116
68
$5.02M 0.42%
164,847
+6,324
69
$4.14M 0.35%
49,633
-6,831
70
$3.84M 0.32%
148,838
-14,022
71
$3.31M 0.28%
70,289
+6,682
72
$2.83M 0.24%
54,620
+2,160
73
$2.78M 0.23%
54,171
+35,020
74
$2.78M 0.23%
40,962
+3,270
75
$2.72M 0.23%
38,682
+26,986
1 2
3
4 5