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
$2.2B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$12.8M
3
+$12.7M
4
NVDA icon
NVIDIA
NVDA
+$10.9M
5
SPGI icon
S&P Global
SPGI
+$9.58M

Top Sells

1
+$24.2M
2
+$12.3M
3
+$12M
4
TGT icon
Target
TGT
+$11.3M
5
AVGO icon
Broadcom
AVGO
+$9.95M

Sector Composition

1 Technology 20.05%
2 Healthcare 8.46%
3 Financials 7.74%
4 Consumer Discretionary 6.8%
5 Industrials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$344K 0.02%
9,316
-3,220
177
$332K 0.02%
+761
178
$331K 0.02%
400
179
$323K 0.01%
4,960
180
$319K 0.01%
2,771
-950
181
$315K 0.01%
+1,569
182
$308K 0.01%
3,071
183
$306K 0.01%
5,955
-519
184
$302K 0.01%
2,354
-158
185
$287K 0.01%
9,335
186
$281K 0.01%
3,075
-1,172
187
$276K 0.01%
4,189
188
$271K 0.01%
2,826
189
$266K 0.01%
4,302
-48
190
$264K 0.01%
1,084
-100
191
$264K 0.01%
3,370
192
$254K 0.01%
1,458
193
$246K 0.01%
2,600
194
$246K 0.01%
1,504
195
$245K 0.01%
69
-4
196
$237K 0.01%
997
197
$234K 0.01%
+5,703
198
$227K 0.01%
3,354
199
$222K 0.01%
3,730
200
$212K 0.01%
+457
5 6 7
8
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