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
$1.19B
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$11.9M
3
+$10.4M
4
NOV icon
NOV
NOV
+$8.85M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.38M

Top Sells

1
+$13.6M
2
+$11.5M
3
+$6.73M
4
DINO icon
HF Sinclair
DINO
+$3.17M
5
ALL icon
Allstate
ALL
+$2.9M

Sector Composition

1 Financials 12.2%
2 Healthcare 9.08%
3 Energy 8.89%
4 Industrials 8.62%
5 Technology 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$377K 0.03%
5,192
-207
152
$376K 0.03%
+550
153
$366K 0.03%
4,137
+1,480
154
$365K 0.03%
+4,779
155
$363K 0.03%
2,600
156
$361K 0.03%
2,202
-148
157
$358K 0.03%
2,910
+970
158
$346K 0.03%
7,882
-5,133
159
$344K 0.03%
+4,400
160
$341K 0.03%
2,845
-273
161
$333K 0.03%
+1,800
162
$329K 0.03%
+4,472
163
$326K 0.03%
2,958
-432
164
$325K 0.03%
6,506
165
$325K 0.03%
8,675
+630
166
$321K 0.03%
+6,340
167
$319K 0.03%
2,558
-250
168
$317K 0.03%
3,977
-8,198
169
$317K 0.03%
4,298
+515
170
$317K 0.03%
+5,900
171
$315K 0.03%
5,570
-51,244
172
$315K 0.03%
5,403
-85
173
$313K 0.03%
8,878
-4,376
174
$310K 0.03%
3,160
-40
175
$307K 0.03%
+5,724
5 6
7
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