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
$1.49B
AUM Growth
+$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12M
3
+$11.4M
4
VZ icon
Verizon
VZ
+$6.25M
5
DD icon
DuPont de Nemours
DD
+$5.89M

Top Sells

1
+$14.6M
2
+$12.7M
3
+$11.1M
4
AMGN icon
Amgen
AMGN
+$10.6M
5
KMB icon
Kimberly-Clark
KMB
+$9.36M

Sector Composition

1 Financials 13.39%
2 Healthcare 10.13%
3 Technology 8.29%
4 Industrials 7.48%
5 Communication Services 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.9M 0.86%
263,478
-1,320
52
$12.7M 0.85%
601,411
+46,092
53
$12.6M 0.85%
485,775
+7,953
54
$12.6M 0.84%
590,503
+45,676
55
$12.5M 0.84%
199,584
+1,823
56
$12.4M 0.83%
127,303
-288
57
$12.4M 0.83%
588,098
+40,507
58
$12.3M 0.83%
581,974
+51,254
59
$12.1M 0.81%
211,304
+970
60
$12.1M 0.81%
146,958
+3,150
61
$12M 0.81%
377,802
+4,434
62
$12M 0.81%
+39,160
63
$12M 0.8%
379,422
+1,690
64
$12M 0.8%
248,794
+2,286
65
$11.8M 0.79%
267,546
-63,556
66
$11.7M 0.79%
562,928
+54,904
67
$11.5M 0.77%
96,339
-63
68
$11.4M 0.76%
266,344
+2,862
69
$11.2M 0.75%
218,853
+4,232
70
$9.56M 0.64%
81,815
+211
71
$9.08M 0.61%
173,540
-1,160
72
$7.3M 0.49%
87,026
-3,471
73
$7.03M 0.47%
179,960
+4,980
74
$6.67M 0.45%
108,234
-5,000
75
$6.22M 0.42%
211,979
-4,148
1 2
3
4 5