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
$1.87B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$9.22M
3
+$8.47M
4
USB icon
US Bancorp
USB
+$8.19M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.45M

Top Sells

1
+$23.7M
2
+$11.1M
3
+$7.5M
4
AEP icon
American Electric Power
AEP
+$5.62M
5
PODD icon
Insulet
PODD
+$3.34M

Sector Composition

1 Technology 14.94%
2 Healthcare 11.09%
3 Financials 8.47%
4 Industrials 6.69%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-869
202
– –
-2,500
203
– –
-10,300
204
– –
-2,500
205
– –
-5,629
5 6 7 8
9