EB
Eastern Bank Portfolio holdings
AUM
$5.25B
1-Year Return
18.41%
This Quarter Return
+4.02%
1 Year Return
+18.41%
3 Year Return
+75.93%
5 Year Return
+122.48%
10 Year Return
+263.99%
AUM
$1.41B
AUM Growth
+$53.5M
(+3.9%)
Cap. Flow
+$2.68M
Cap. Flow
% of AUM
0.19%
Top 10 Holdings %
Top 10 Hldgs %
22.72%
Holding
216
New
8
Increased
60
Reduced
100
Closed
8
Top Buys
| 1 |
Sysco
SYY
|
$8.85M |
| 2 |
NextEra Energy, Inc.
NEE
|
$6.12M |
| 3 |
Amazon
AMZN
|
$4.27M |
| 4 |
Hologic
HOLX
|
$2.49M |
| 5 |
Darden Restaurants
DRI
|
$2.33M |
Top Sells
| 1 |
Kroger
KR
|
$6.62M |
| 2 |
Royal Caribbean
RCL
|
$6.6M |
| 3 |
Duke Energy
DUK
|
$5.91M |
| 4 |
CELG
Celgene Corp
CELG
|
$3.23M |
| 5 |
Salesforce
CRM
|
$2.11M |
Sector Composition
| 1 | Financials | 12.72% |
| 2 | Healthcare | 10.75% |
| 3 | Technology | 7.9% |
| 4 | Communication Services | 7.35% |
| 5 | Industrials | 7.18% |
