EB
Eastern Bank Portfolio holdings
AUM
$5.25B
1-Year Return
18.41%
This Quarter Return
+1.6%
1 Year Return
+18.41%
3 Year Return
+75.93%
5 Year Return
+122.48%
10 Year Return
+263.99%
AUM
$1.24B
AUM Growth
+$11.7M
(+0.96%)
Cap. Flow
-$3.45M
Cap. Flow
% of AUM
-0.28%
Top 10 Holdings %
Top 10 Hldgs %
23.77%
Holding
211
New
3
Increased
68
Reduced
90
Closed
6
Top Buys
| 1 |
Amgen
AMGN
|
$10.4M |
| 2 |
Hologic
HOLX
|
$6.91M |
| 3 |
Royal Caribbean
RCL
|
$6.68M |
| 4 |
Microsoft
MSFT
|
$3.08M |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$2.85M |
Top Sells
| 1 |
Biogen
BIIB
|
$10.6M |
| 2 |
Becton Dickinson
BDX
|
$4.52M |
| 3 |
Stryker
SYK
|
$4.47M |
| 4 |
Home Depot
HD
|
$4.14M |
| 5 |
Starbucks
SBUX
|
$3.15M |
Sector Composition
| 1 | Financials | 12.62% |
| 2 | Healthcare | 11.03% |
| 3 | Industrials | 7.88% |
| 4 | Communication Services | 7.52% |
| 5 | Consumer Staples | 7.3% |
