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
$1.08B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$64.6M
2 +$48.3M
3 +$43.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$39.7M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$27.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.18%
2 Healthcare 9.54%
3 Energy 9.02%
4 Technology 8.4%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$181K 0.02%
+12,661
202
$177K 0.02%
+10,070
203
$152K 0.01%
+10,187
204
$144K 0.01%
+10,540
205
$108K 0.01%
+4,000
206
$9K ﹤0.01%
+1,000