EB

Eastern Bank Portfolio holdings

AUM $5.8B
1-Year Est. Return 22.11%
This Quarter Est. Return
1 Year Est. Return
+22.11%
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
76
$5.88M 0.27%
17,448
+4,124
77
$5.61M 0.26%
140,713
+24,157
78
$5.55M 0.26%
67,255
-117
79
$5.19M 0.24%
20,665
+3,744
80
$5.19M 0.24%
+70,345
81
$5.15M 0.24%
31,612
-6,612
82
$5.09M 0.24%
18,613
-1,339
83
$5.07M 0.24%
89,434
-18,210
84
$4.59M 0.21%
58,888
-23
85
$4.29M 0.2%
31,296
-4,283
86
$4.14M 0.19%
81,256
-1,795
87
$4.12M 0.19%
230,749
+4,015
88
$4M 0.19%
11,188
-86
89
$3.9M 0.18%
6,764
-99
90
$3.79M 0.18%
27,774
-4,140
91
$3.76M 0.17%
23,185
+14,713
92
$3.75M 0.17%
13,092
-1,991
93
$3.74M 0.17%
42,919
94
$3.71M 0.17%
150,570
+10,875
95
$3.64M 0.17%
26,040
-129,120
96
$3.34M 0.15%
18,909
97
$3.06M 0.14%
54,923
-18,905
98
$2.93M 0.14%
12,866
-1,584
99
$2.93M 0.14%
7,995
-3,091
100
$2.72M 0.13%
39,770
2 3
4
5 6