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
$1.79B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$14.9M
3
+$2.03M
4
PODD icon
Insulet
PODD
+$1.95M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.72M

Top Sells

1
+$18.5M
2
+$18.4M
3
+$14.2M
4
TRV icon
Travelers Companies
TRV
+$1.74M
5
MSFT icon
Microsoft
MSFT
+$1.53M

Sector Composition

1 Technology 16.77%
2 Financials 10.35%
3 Healthcare 9.71%
4 Communication Services 7.75%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.9M 0.89%
71,549
-128
52
$15.9M 0.89%
93,403
+69
53
$15.3M 0.85%
58,309
+65
54
$15.2M 0.85%
49,845
+166
55
$15M 0.84%
286,006
+476
56
$15M 0.84%
83,520
+835
57
$14.9M 0.83%
+57,206
58
$14.2M 0.8%
66,125
+690
59
$14.1M 0.79%
646,954
-154
60
$13.6M 0.76%
155,460
-480
61
$12.8M 0.72%
44,743
+297
62
$11.3M 0.63%
45,978
+362
63
$11.1M 0.62%
54,627
+724
64
$10.6M 0.59%
158,855
-444
65
$10.2M 0.57%
121,219
+224
66
$10M 0.56%
95,654
+1,277
67
$7.66M 0.43%
191,579
+359
68
$7.35M 0.41%
31,367
-99
69
$5.54M 0.31%
30,599
-84
70
$5.34M 0.3%
145,093
-5,850
71
$5.33M 0.3%
76,249
-530
72
$4.2M 0.24%
87,648
+21,502
73
$4.18M 0.23%
11,700
-59
74
$4.09M 0.23%
18,909
-100
75
$4.04M 0.23%
55,489
1 2
3
4 5