EB

Eastern Bank Portfolio holdings

AUM $5.25B
1-Year Est. Return 18.41%
This Quarter Est. Return
1 Year Est. Return
+18.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.58B
AUM Growth
+$3.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
921
New
Increased
Reduced
Closed

Top Buys

1
+$172M
2
+$165M
3
+$132M
4
NVDA icon
NVIDIA
NVDA
+$112M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$78.9M

Top Sells

1
+$23.1M
2
+$23.1M
3
+$23M
4
DRI icon
Darden Restaurants
DRI
+$19.5M
5
USB icon
US Bancorp
USB
+$10.6M

Sector Composition

1 Technology 23.1%
2 Financials 10.49%
3 Healthcare 9.06%
4 Consumer Discretionary 6.2%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.33M 0.06%
+103,115
152
$3.27M 0.06%
137,611
-296
153
$3.24M 0.06%
78,364
+2,635
154
$3.11M 0.06%
107,466
+88,982
155
$3.09M 0.06%
136,983
-1,844
156
$3M 0.05%
32,729
+28,302
157
$2.93M 0.05%
30,409
+22,687
158
$2.79M 0.05%
+42,880
159
$2.54M 0.05%
+50,174
160
$2.48M 0.04%
+56,050
161
$2.46M 0.04%
17,579
+16,067
162
$2.38M 0.04%
17,562
+536
163
$2.37M 0.04%
7,354
+5,447
164
$2.36M 0.04%
+98,552
165
$2.36M 0.04%
14,365
-118,608
166
$2.34M 0.04%
45,290
+39,735
167
$2.25M 0.04%
+38,123
168
$2.25M 0.04%
9,924
-90
169
$2.22M 0.04%
12,867
-227
170
$2.18M 0.04%
+45,618
171
$2.13M 0.04%
+8,135
172
$2.06M 0.04%
27,475
+2,827
173
$2M 0.04%
7,655
+3,020
174
$2M 0.04%
4,063
+1,823
175
$1.92M 0.03%
6,963
+4,942
5 6
7
8 9