EB

Eastern Bank Portfolio holdings

AUM $5.63B
1-Year Est. Return 20.31%
This Quarter Est. Return
1 Year Est. Return
+20.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.16B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$34.9M
3
+$23.5M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$16.4M
5
TSLA icon
Tesla
TSLA
+$14.3M

Top Sells

1
+$33.2M
2
+$30.5M
3
+$18M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$17.6M
5
ALL icon
Allstate
ALL
+$13.3M

Sector Composition

1 Technology 17.14%
2 Healthcare 10.32%
3 Financials 8.81%
4 Consumer Discretionary 7.21%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-3,023
202
– –
-1,512
203
– –
-1,562
204
– –
-3,181
205
– –
-3,370
206
– –
-3,915
207
– –
-5,212
208
– –
-934
209
– –
-7,079
5 6 7 8
9