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
101
$2.44M 0.16%
44,748
-8,898
102
$2.42M 0.16%
46,956
-780
103
$2.35M 0.16%
42,846
-916
104
$2.29M 0.15%
21,942
+721
105
$2.25M 0.15%
30,886
-1,374
106
$2.21M 0.15%
61,351
-1,460
107
$2.13M 0.14%
19,823
-118,216
108
$2.07M 0.14%
64,232
-1,147
109
$2.05M 0.14%
39,218
-13,808
110
$2.01M 0.13%
11,673
-790
111
$1.91M 0.13%
25,888
-1,755
112
$1.83M 0.12%
16,474
-85
113
$1.77M 0.12%
18,806
114
$1.55M 0.1%
+23,422
115
$1.5M 0.1%
11,198
-2,044
116
$1.45M 0.1%
8,337
-60,956
117
$1.43M 0.1%
17,697
118
$1.36M 0.09%
9,291
+28
119
$1.23M 0.08%
13,391
+9,519
120
$1.19M 0.08%
5,384
121
$1.12M 0.08%
29,256
-568
122
$1.05M 0.07%
12,417
+239
123
$1M 0.07%
12,500
124
$965K 0.06%
3,935
125
$938K 0.06%
4,223
3 4
5
6 7