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
126
$793K 0.04%
36,391
+26,356
127
$780K 0.04%
3,300
128
$776K 0.04%
7,510
129
$713K 0.04%
1,698
130
$623K 0.03%
5,200
131
$611K 0.03%
2,000
132
$555K 0.03%
1,542
133
$553K 0.03%
7,530
134
$543K 0.03%
1,430
135
$530K 0.03%
2,305
-500
136
$525K 0.03%
9,000
137
$521K 0.03%
2,131
-153
138
$505K 0.03%
1,036
139
$469K 0.03%
7,571
-1,287
140
$465K 0.03%
3,848
141
$458K 0.03%
4,273
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142
$447K 0.03%
1,927
-1,220
143
$444K 0.02%
4,852
-57
144
$441K 0.02%
5,094
-2,030
145
$425K 0.02%
8,500
146
$418K 0.02%
7,094
147
$416K 0.02%
4,869
-138
148
$415K 0.02%
1,540
149
$378K 0.02%
2,482
150
$375K 0.02%
1,000
-407
4 5
6
7 8