EB

Eastern Bank Portfolio holdings

AUM $5.8B
1-Year Est. Return 22.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$41.4M
2
+$35.2M
3
+$23.4M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$14.6M
5
CCI icon
Crown Castle
CCI
+$8.43M

Top Sells

1
+$38.3M
2
+$27.4M
3
+$20.9M
4
CTSH icon
Cognizant
CTSH
+$8.14M
5
MRK icon
Merck
MRK
+$4.26M

Sector Composition

1 Technology 12.99%
2 Financials 10.15%
3 Healthcare 8.91%
4 Communication Services 6.71%
5 Industrials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$23K ﹤0.01%
11,863
202
$9K ﹤0.01%
275
203
– –
-9,000
204
– –
-48,514
205
– –
-2,837
206
– –
-24,100
207
– –
-10,203
208
– –
-40,692
5 6 7 8
9