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
101
$1.86M 0.1%
71,077
+1,208
102
$1.85M 0.1%
37,112
-200
103
$1.82M 0.1%
8,547
-86,532
104
$1.78M 0.1%
39,770
105
$1.69M 0.09%
+12,773
106
$1.58M 0.09%
3,500
107
$1.54M 0.09%
22,560
-597
108
$1.5M 0.08%
9,075
109
$1.5M 0.08%
7,002
-161
110
$1.41M 0.08%
11,500
111
$1.41M 0.08%
9,309
112
$1.2M 0.07%
3,493
113
$1.13M 0.06%
7,962
-41
114
$1.11M 0.06%
14,004
115
$1.09M 0.06%
4,000
116
$1.07M 0.06%
6,313
+71
117
$1.05M 0.06%
19,562
+1,990
118
$1M 0.06%
+2,010
119
$966K 0.05%
12,025
-282
120
$964K 0.05%
8,995
-29
121
$954K 0.05%
2,903
-25
122
$940K 0.05%
5,167
123
$916K 0.05%
30,224
+3,122
124
$847K 0.05%
2,435
125
$837K 0.05%
5,728
-44
3 4
5
6 7