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
$1.23B
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$12M
3
+$11.5M
4
DNOW icon
DNOW Inc
DNOW
+$5.67M
5
BIIB icon
Biogen
BIIB
+$3.99M

Top Sells

1
+$18.6M
2
+$13.7M
3
+$12.4M
4
AAPL icon
Apple
AAPL
+$5.5M
5
MS icon
Morgan Stanley
MS
+$4.25M

Sector Composition

1 Financials 10.67%
2 Healthcare 9.36%
3 Industrials 9.14%
4 Energy 9%
5 Technology 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$310K 0.03%
6,340
177
$309K 0.03%
1,800
178
$299K 0.02%
3,922
179
$298K 0.02%
9,250
180
$296K 0.02%
7,560
181
$293K 0.02%
3,570
182
$291K 0.02%
18,700
183
$287K 0.02%
12,900
184
$283K 0.02%
4,809
-761
185
$283K 0.02%
3,521
-216
186
$281K 0.02%
6,700
-1,975
187
$278K 0.02%
3,894
188
$270K 0.02%
5,950
189
$269K 0.02%
550
190
$266K 0.02%
+6,500
191
$265K 0.02%
5,750
192
$260K 0.02%
4,676
-4,661
193
$251K 0.02%
4,128
-183
194
$251K 0.02%
3,110
-867
195
$246K 0.02%
5,000
196
$244K 0.02%
2,400
197
$237K 0.02%
+7,344
198
$235K 0.02%
5,657
+40
199
$235K 0.02%
1,881
200
$234K 0.02%
2,000
6 7
8
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