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
151
$374K 0.02%
5,450
-205
152
$372K 0.02%
4,479
-1,309
153
$372K 0.02%
5,143
154
$347K 0.02%
1,783
155
$345K 0.02%
2,342
-1,010
156
$344K 0.02%
5,380
157
$342K 0.02%
2,352
-1,032
158
$338K 0.02%
7,306
159
$336K 0.02%
1,283
160
$325K 0.02%
6,133
-6,257
161
$320K 0.02%
6,812
162
$307K 0.02%
3,549
+1,049
163
$305K 0.02%
4,050
-75
164
$304K 0.02%
4,693
165
$290K 0.02%
5,000
166
$277K 0.02%
4,990
-14
167
$266K 0.01%
+3,651
168
$264K 0.01%
1,000
169
$256K 0.01%
2,992
170
$250K 0.01%
4,275
-1,986
171
$248K 0.01%
2,600
172
$237K 0.01%
1,171
-149
173
$232K 0.01%
11,324
-161
174
$227K 0.01%
1,345
175
$225K 0.01%
8,522
-9,946
4 5 6
7
8