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
$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
101
$2.66M 0.12%
43,951
-1,350
102
$2.56M 0.12%
36,643
-2,893
103
$2.24M 0.1%
27,062
+22,330
104
$2.2M 0.1%
9,246
-8,511
105
$2.16M 0.1%
10,297
-554
106
$2.02M 0.09%
28,863
107
$1.89M 0.09%
7,660
-796
108
$1.84M 0.09%
9,608
-457
109
$1.83M 0.08%
4,200
110
$1.79M 0.08%
33,355
-13,105
111
$1.73M 0.08%
9,309
112
$1.71M 0.08%
9,075
-91
113
$1.59M 0.07%
4,517
-2,683
114
$1.57M 0.07%
7,377
-10,216
115
$1.43M 0.07%
28,801
-3,560
116
$1.41M 0.07%
34,098
-464
117
$1.4M 0.07%
+11,849
118
$1.28M 0.06%
24,378
-33,482
119
$1.24M 0.06%
3,575
120
$1.22M 0.06%
2,961
+103
121
$1.21M 0.06%
5,418
+41
122
$1.2M 0.06%
19,380
-400
123
$1.19M 0.06%
6,225
-233
124
$1.18M 0.05%
11,714
-330,523
125
$1.09M 0.05%
7,841
-96,162
3 4
5
6 7