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
$2.16B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$34.9M
3
+$23.5M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$16.4M
5
TSLA icon
Tesla
TSLA
+$14.3M

Top Sells

1
+$33.2M
2
+$30.5M
3
+$18M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$17.6M
5
ALL icon
Allstate
ALL
+$13.3M

Sector Composition

1 Technology 17.14%
2 Healthcare 10.32%
3 Financials 8.81%
4 Consumer Discretionary 7.21%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$552K 0.03%
2,576
-1,390
152
$548K 0.03%
1,320
153
$545K 0.03%
2,000
154
$524K 0.02%
1,542
155
$524K 0.02%
2,302
-221
156
$516K 0.02%
7,974
157
$512K 0.02%
30,258
158
$496K 0.02%
5,974
-7,656
159
$491K 0.02%
+3,840
160
$472K 0.02%
7,530
161
$471K 0.02%
5,752
162
$454K 0.02%
1,000
163
$412K 0.02%
3,930
164
$401K 0.02%
5,250
165
$398K 0.02%
1,246
-1,363
166
$395K 0.02%
3,668
-673
167
$380K 0.02%
4,357
-181
168
$379K 0.02%
1,457
-49
169
$372K 0.02%
+8,580
170
$369K 0.02%
5,670
171
$357K 0.02%
4,952
-3,213
172
$342K 0.02%
+4,800
173
$339K 0.02%
5,006
+222
174
$328K 0.02%
1,600
-805
175
$320K 0.01%
5,022
-393
5 6
7
8 9