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
$1.19B
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$11.9M
3
+$10.4M
4
NOV icon
NOV
NOV
+$8.85M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.38M

Top Sells

1
+$13.6M
2
+$11.5M
3
+$6.73M
4
DINO icon
HF Sinclair
DINO
+$3.17M
5
ALL icon
Allstate
ALL
+$2.9M

Sector Composition

1 Financials 12.2%
2 Healthcare 9.08%
3 Energy 8.89%
4 Industrials 8.62%
5 Technology 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$305K 0.03%
3,160
177
$304K 0.03%
4,500
178
$304K 0.03%
+2,000
179
$298K 0.03%
+2,000
180
$290K 0.02%
3,737
-53
181
$289K 0.02%
+18,700
182
$283K 0.02%
3,922
183
$280K 0.02%
11,684
184
$280K 0.02%
5,181
-4,417
185
$279K 0.02%
+3,300
186
$276K 0.02%
3,894
187
$275K 0.02%
+9,250
188
$269K 0.02%
3,452
+103
189
$264K 0.02%
+3,570
190
$262K 0.02%
+7,560
191
$258K 0.02%
+12,900
192
$251K 0.02%
4,311
-996
193
$251K 0.02%
+5,950
194
$240K 0.02%
5,000
195
$239K 0.02%
+5,617
196
$239K 0.02%
+5,750
197
$237K 0.02%
12,466
-1,071
198
$234K 0.02%
1,881
+100
199
$234K 0.02%
2,400
-800
200
$232K 0.02%
+6,424
6 7
8
9 10