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
$1.87B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$9.22M
3
+$8.47M
4
USB icon
US Bancorp
USB
+$8.19M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.45M

Top Sells

1
+$23.7M
2
+$11.1M
3
+$7.5M
4
AEP icon
American Electric Power
AEP
+$5.62M
5
PODD icon
Insulet
PODD
+$3.34M

Sector Composition

1 Technology 14.94%
2 Healthcare 11.09%
3 Financials 8.47%
4 Industrials 6.69%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.13M 0.27%
78,048
-118
77
$5M 0.27%
23,621
+898
78
$4.73M 0.25%
38,387
-2,260
79
$4.72M 0.25%
127,352
-9,259
80
$4.54M 0.24%
88,516
-3,425
81
$4.46M 0.24%
12,695
-106
82
$4.4M 0.24%
12,034
-937
83
$4.37M 0.23%
58,037
-17
84
$4.34M 0.23%
29,399
-5,125
85
$4.27M 0.23%
12,291
+1
86
$4.22M 0.23%
15,820
+77
87
$3.81M 0.2%
160,405
-3,995
88
$3.66M 0.2%
+60,383
89
$3.56M 0.19%
159,870
-4,032
90
$3.48M 0.19%
80,870
-2,121
91
$3.4M 0.18%
42,767
-136
92
$3.38M 0.18%
14,140
+207
93
$3.28M 0.17%
42,249
94
$3.14M 0.17%
6,880
-122
95
$3.06M 0.16%
12,990
-377
96
$2.81M 0.15%
32,344
-104
97
$2.75M 0.15%
18,887
98
$2.71M 0.14%
7,186
-83
99
$2.66M 0.14%
39,770
100
$2.48M 0.13%
10,857
+229
2 3
4
5 6