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
76
$3.99M 0.22%
11,244
-77
77
$3.99M 0.22%
8,568
-33
78
$3.68M 0.21%
16,387
+14
79
$3.51M 0.2%
26,001
-282
80
$3.46M 0.19%
16,642
-360
81
$3.21M 0.18%
71,654
-5,425
82
$3.19M 0.18%
71,282
-2,389
83
$3.14M 0.18%
76,169
-3,817
84
$3.11M 0.17%
25,151
-196
85
$3.04M 0.17%
38,966
+449
86
$3.02M 0.17%
25,102
-362
87
$2.91M 0.16%
24,238
-7,356
88
$2.81M 0.16%
41,186
-2,226
89
$2.8M 0.16%
30,043
-168
90
$2.71M 0.15%
7,184
-262
91
$2.66M 0.15%
10,258
+143
92
$2.4M 0.13%
52,115
-385
93
$2.37M 0.13%
13,456
-71
94
$2.31M 0.13%
39,554
-151
95
$2.25M 0.13%
29,154
-239,358
96
$2.24M 0.13%
4,200
97
$2.22M 0.12%
16,713
-7,161
98
$2.06M 0.12%
10,355
+45
99
$1.99M 0.11%
36,357
100
$1.95M 0.11%
+7,631
2 3
4
5 6