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
$1.23B
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$15M
3
+$14.4M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$13.3M
5
NKE icon
Nike
NKE
+$9.99M

Top Sells

1
+$30.2M
2
+$21.9M
3
+$17.1M
4
KO icon
Coca-Cola
KO
+$9.81M
5
WY icon
Weyerhaeuser
WY
+$9.29M

Sector Composition

1 Financials 12.67%
2 Healthcare 10.85%
3 Industrials 8.08%
4 Communication Services 7.63%
5 Technology 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.7M 0.87%
147,469
+6,950
52
$10.6M 0.86%
172,031
+162,511
53
$10.5M 0.85%
129,792
+866
54
$9.79M 0.8%
391,409
+8,422
55
$9.46M 0.77%
111,268
-79,269
56
$9.4M 0.77%
422,898
+407,898
57
$9.11M 0.74%
164,861
+7,539
58
$9.05M 0.74%
+134,384
59
$8.81M 0.72%
417,327
-1,564
60
$8.54M 0.7%
398,966
+16,580
61
$8.52M 0.69%
401,453
+9,611
62
$8.39M 0.68%
+350,975
63
$8.31M 0.68%
+217,321
64
$8.28M 0.68%
80,685
+67,888
65
$8.17M 0.67%
139,555
-151,418
66
$7.73M 0.63%
+366,404
67
$7.72M 0.63%
163,222
+3,934
68
$7.63M 0.62%
227,421
-211,172
69
$7.63M 0.62%
204,760
-124,700
70
$7.62M 0.62%
+361,740
71
$6.84M 0.56%
231,320
+1,945
72
$6.35M 0.52%
53,466
-183,948
73
$5.67M 0.46%
117,324
74
$5.18M 0.42%
111,726
-211,517
75
$5.02M 0.41%
48,952
-721
1 2
3
4 5