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
$1.49B
AUM Growth
+$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12M
3
+$11.4M
4
VZ icon
Verizon
VZ
+$6.25M
5
DD icon
DuPont de Nemours
DD
+$5.89M

Top Sells

1
+$14.6M
2
+$12.7M
3
+$11.1M
4
AMGN icon
Amgen
AMGN
+$10.6M
5
KMB icon
Kimberly-Clark
KMB
+$9.36M

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
1
$84.8M 5.68%
317,802
+6,268
2
$38.1M 2.55%
900,448
+6,128
3
$32.9M 2.21%
307,696
-4,276
4
$29.9M 2.01%
357,659
-1,352
5
$29.5M 1.97%
258,248
+2,651
6
$26.6M 1.78%
440,232
+3,410
7
$26M 1.74%
214,042
+3,418
8
$25.6M 1.72%
867,792
+701
9
$25.2M 1.69%
180,307
+527
10
$23.8M 1.6%
407,560
+1,780
11
$23.8M 1.59%
449,326
+118,046
12
$23.8M 1.59%
189,073
+3,961
13
$23.3M 1.56%
122,913
-4,265
14
$23.3M 1.56%
457,864
+2,438
15
$22.8M 1.53%
182,311
+6,489
16
$22.5M 1.51%
296,820
+74
17
$22.4M 1.5%
126,863
+1,395
18
$22.4M 1.5%
424,860
+400
19
$22.1M 1.48%
344,927
-1,193
20
$21.3M 1.43%
231,893
-1,874
21
$20.3M 1.36%
726,988
+6,800
22
$19.8M 1.33%
137,765
+40,990
23
$19M 1.28%
230,243
+2,662
24
$18.6M 1.25%
36,238
+66
25
$18.5M 1.24%
161,936
+435
1
2 3 4 5