EB

Eastern Bank Portfolio holdings

AUM $5.83B
1-Year Est. Return 23.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$11.8M
3
+$11.3M
4
CELG
Celgene Corp
CELG
+$5.97M
5
DD icon
DuPont de Nemours
DD
+$5.88M

Top Sells

1
+$13.5M
2
+$12.7M
3
+$12.2M
4
AMGN icon
Amgen
AMGN
+$10.8M
5
KMB icon
Kimberly-Clark
KMB
+$9.05M

Sector Composition

1 Financials 13.39%
2 Healthcare 10.13%
3 Technology 8.29%
4 Industrials 7.48%
5 Communication Services 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$143K 0.01%
11,700
202
$77K 0.01%
275
203
– –
-2,919
204
– –
-8,577
205
– –
-5,089
206
– –
-2,430
207
– –
-2,900
208
– –
-2,425
209
– –
-5,614
210
– –
-3,705
211
– –
-4,800
212
– –
-20,035
213
– –
-1,075
5 6 7 8
9