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
$2.16B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$34.9M
3
+$23.5M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$16.4M
5
TSLA icon
Tesla
TSLA
+$14.3M

Top Sells

1
+$33.2M
2
+$30.5M
3
+$18M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$17.6M
5
ALL icon
Allstate
ALL
+$13.3M

Sector Composition

1 Technology 17.14%
2 Healthcare 10.32%
3 Financials 8.81%
4 Consumer Discretionary 7.21%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18.3M 0.85%
137,814
-5,696
52
$17.6M 0.82%
161,129
-15,781
53
$17.5M 0.81%
214,934
-29,132
54
$16.9M 0.78%
102,174
-8,675
55
$16.2M 0.75%
101,889
-110,791
56
$15.9M 0.74%
121,105
+21,710
57
$15.6M 0.72%
62,242
+1,525
58
$14.9M 0.69%
32,771
-3,132
59
$14.3M 0.66%
+39,801
60
$13.7M 0.63%
51,203
-11,491
61
$13M 0.6%
75,650
-10,000
62
$12.8M 0.59%
70,403
+9,816
63
$12.7M 0.59%
126,540
-8,251
64
$12.7M 0.59%
47,619
+17,676
65
$12.3M 0.57%
63,107
+7,061
66
$12.2M 0.57%
89,293
+11,990
67
$12M 0.55%
21,489
+20,709
68
$10M 0.46%
25,165
-7,145
69
$9.74M 0.45%
+135,828
70
$8.95M 0.41%
58,535
-8,447
71
$8.56M 0.4%
104,326
-23,551
72
$8.04M 0.37%
19,374
-17,357
73
$8.02M 0.37%
69,336
+1,107
74
$6.37M 0.3%
123,061
-16,396
75
$6.17M 0.29%
32,994
+24,832
1 2
3
4 5