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
$1.41B
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$6.12M
3
+$4.27M
4
HOLX icon
Hologic
HOLX
+$2.49M
5
DRI icon
Darden Restaurants
DRI
+$2.33M

Top Sells

1
+$6.62M
2
+$6.6M
3
+$5.91M
4
CELG
Celgene Corp
CELG
+$3.23M
5
CRM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$220K 0.02%
1,860
-1,300
202
$216K 0.02%
3,856
-529
203
$205K 0.01%
+2,919
204
$205K 0.01%
4,800
205
$197K 0.01%
13,800
206
– –
0
207
$153K 0.01%
+10,000
208
$56K ﹤0.01%
275
209
– –
-1,600
210
– –
-7,241
211
– –
-4,309
212
– –
-284,022
213
– –
-7,873
214
– –
-25,690
215
– –
-8,503
216
– –
-18,700
5 6 7 8
9