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
76
$5.29M 0.35%
44,119
-1,213
77
$5.24M 0.35%
156,393
+5,067
78
$5.22M 0.35%
152,011
-2,150
79
$5.12M 0.34%
52,914
-10,064
80
$4.48M 0.3%
97,649
-2,706
81
$4.36M 0.29%
113,741
-2,753
82
$3.98M 0.27%
57,088
-209,016
83
$3.91M 0.26%
12,181
-170
84
$3.67M 0.25%
43,868
-132,546
85
$3.54M 0.24%
42,111
-1,003
86
$3.53M 0.24%
76,492
-1,578
87
$3.27M 0.22%
27,459
-536
88
$3.16M 0.21%
26,210
-77,606
89
$3.08M 0.21%
61,908
-2,256
90
$3.05M 0.2%
10,342
+31
91
$3.04M 0.2%
27,584
-5,519
92
$2.94M 0.2%
43,188
-1,039
93
$2.81M 0.19%
29,326
-221
94
$2.81M 0.19%
14,302
-9
95
$2.79M 0.19%
73,450
-655
96
$2.78M 0.19%
54,912
-1,285
97
$2.61M 0.17%
19,437
98
$2.56M 0.17%
67,156
-2,028
99
$2.49M 0.17%
+30,539
100
$2.46M 0.16%
36,512
-691
2 3
4
5 6