EB

Eastern Bank Portfolio holdings

AUM $5.25B
1-Year Est. Return 18.41%
This Quarter Est. Return
1 Year Est. Return
+18.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$11.1M
3
+$9.83M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$9.76M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$8.45M

Top Sells

1
+$22.7M
2
+$17M
3
+$13M
4
EBAY icon
eBay
EBAY
+$11.9M
5
UIL
UIL HOLDINGS
UIL
+$8.77M

Sector Composition

1 Financials 13.17%
2 Healthcare 10.7%
3 Technology 9.21%
4 Energy 7.78%
5 Industrials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.7M 0.93%
325,588
+1,414
52
$11.6M 0.92%
258,073
+218,730
53
$10.7M 0.85%
127,513
+87,610
54
$10.5M 0.84%
293,605
+1,027
55
$10.5M 0.83%
68,235
-9,890
56
$9.24M 0.73%
234,929
+60,967
57
$8.48M 0.67%
80,031
-38,331
58
$8.45M 0.67%
+303,774
59
$8.44M 0.67%
368,113
+1,649
60
$8.28M 0.66%
168,833
+1,162
61
$7.96M 0.63%
121,544
+1,751
62
$7.52M 0.6%
331,236
+8,921
63
$7.41M 0.59%
350,937
+14,747
64
$7.23M 0.57%
155,658
+1,024
65
$6.4M 0.51%
306,165
+18,666
66
$6.27M 0.5%
+297,464
67
$5.83M 0.46%
229,876
+2,237
68
$5.82M 0.46%
92,921
+4,387
69
$5.15M 0.41%
117,324
70
$4.86M 0.39%
51,440
+112
71
$4.38M 0.35%
66,956
+175
72
$3.26M 0.26%
48,991
+2,911
73
$3.17M 0.25%
59,366
-411
74
$3.09M 0.25%
85,100
+1,327
75
$2.88M 0.23%
71,729
+252
1 2
3
4 5