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
$1.49B
AUM Growth
+$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12M
3
+$11.4M
4
VZ icon
Verizon
VZ
+$6.25M
5
DD icon
DuPont de Nemours
DD
+$5.89M

Top Sells

1
+$14.6M
2
+$12.7M
3
+$11.1M
4
AMGN icon
Amgen
AMGN
+$10.6M
5
KMB icon
Kimberly-Clark
KMB
+$9.36M

Sector Composition

1 Financials 13.39%
2 Healthcare 10.13%
3 Technology 8.29%
4 Industrials 7.48%
5 Communication Services 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$421K 0.03%
4,963
-1,014
152
$414K 0.03%
+1,232
153
$408K 0.03%
3,015
154
$406K 0.03%
11,700
155
$388K 0.03%
2,480
+200
156
$384K 0.03%
5,500
157
$365K 0.02%
21,536
+58
158
$365K 0.02%
4,551
159
$356K 0.02%
5,807
-4,188
160
$355K 0.02%
4,975
-796
161
$354K 0.02%
5,080
162
$342K 0.02%
3,300
163
$340K 0.02%
1,000
164
$335K 0.02%
7,094
-1,167
165
$330K 0.02%
2,260
-167
166
$328K 0.02%
1,542
167
$322K 0.02%
2,600
168
$316K 0.02%
3,902
169
$315K 0.02%
6,160
-380
170
$310K 0.02%
1,725
-30
171
$297K 0.02%
1,951
172
$295K 0.02%
4,188
-42
173
$290K 0.02%
1,825
174
$278K 0.02%
6,200
-913
175
$278K 0.02%
11,863
5 6
7
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