EB

EASTERN BANK

13F
EASTERN BANK
Last update 2024-10-21 919 Stocks (725 new)
Value $5.58 Bil Turnover 55 %
Countries:
Top Holdings: MSFT(5.28%)AAPL(4.80%)NVDA(3.77%)GOOGL(2.59%)AMZN(2.49%)
Portfolio Report
Summary Stock Picks Current Portfolio
EASTERN BANK Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
684,429
294510.000
+127.47%
5.280
+2.96%
0.010
+0.95%
-0.60%
3114843.301
Software
AAPL 		Apple Inc
1,149,239
267772.670
+180.28%
4.800
+3.09%
0.010
+3.52%
-5.42%
3580182.678
Hardware
NVDA 		NVIDIA Corp
1,733,968
210573.110
+114.53%
3.770
+2.01%
0.010
+0.82%
+1.21%
3328435.900
Semiconductors
GOOGL 		Alphabet Inc
872,890
144768.860
+119.65%
2.590
+1.41%
0.010
+18.62%
+1.45%
2357015.060
Interactive Media
AMZN 		Amazon.com Inc
747,392
139261.550
+124.82%
2.490
+1.38%
0.010
+17.30%
-0.21%
2302156.510
Retail - Cyclical
GVI 		iShares Intermediate Government/Credit Bond ETF
1,235,145
132284.070
New Holding
2.370
+2.37%
3.750
-1.54%
-0.63%
3267.752
 
AVGO 		Broadcom Inc
678,241
116996.540
+104.52%
2.100
+1.07%
0.010
+21.12%
-3.25%
1051420.859
Semiconductors
SPY 		S&P 500 ETF TRUST ETF
195,044
111908.450
+15.26%
2.000
+0.26%
0.020
+1.10%
-0.95%
620239.104
 
VEA 		Vanguard FTSE Developed Markets ETF
2,065,764
109093.000
+171.73%
1.950
+1.23%
0.080
-6.74%
-0.61%
135974.140
 
WMT 		Walmart Inc
1,346,897
108761.940
+127.97%
1.950
+1.09%
0.020
+17.08%
+2.93%
747104.918
Retail - Defensive

EASTERN BANK's Historical Top Holdings Breakdowns

EASTERN BANK's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL 		Apple Inc2024-09-30Add
+3.09%
●
207.23 ($223.32) 234.82
$236.85
6.06%
Add 180.28%
1,149,239
739,207
MSFT 		Microsoft Corp2024-09-30Add
+2.96%
●
395.15 ($427.47) 467.56
$418.95
-1.99%
Add 127.47%
684,429
383,542
GVI 		iShares Intermediate Government/Credit Bond ETF2024-09-30New Buy
+2.37%
●
103.17 ($105.84) 107.43
$103.57
-2.14%
New holding
1,235,145
1,235,145
IWD 		iShares Russell 1000 Value ETF2024-03-31Reduce
-2.02%
●
161.84 ($169.21) 179.11
$183.57
8.49%
Reduce -95.05%
14,033
-269,541
NVDA 		NVIDIA Corp2024-09-30Add
+2.01%
●
98.91 ($118.12) 134.91
$135.91
15.06%
Add 114.53%
1,733,968
925,693
IGSB 		iShares 1-3 Year Credit Bond ETF2024-03-31New Buy
+1.93%
●
50.95 ($51.17) 51.48
$51.54
0.72%
New holding
903,861
903,861
QLTA 		iShares Aaa - A Rated Corporate Bond ETF2024-03-31New Buy
+1.57%
●
46.83 ($47.41) 48.13
$46.29
-2.36%
New holding
791,961
791,961
DGRO 		iShares Core Dividend Growth ETF2023-03-31Reduce
-1.56%
●
47.82 ($49.93) 51.47
$60.46
21.09%
Reduce -79.81%
148,071
-585,226
XLK 		Technology Select Sector SPDR ETF2024-03-31Reduce
-1.51%
●
184.12 ($202.25) 211.02
$228.78
13.12%
Reduce -80.11%
42,985
-173,182
SPY 		S&P 500 ETF TRUST ETF2023-03-31Reduce
-1.46%
●
377.94 ($397.73) 415.2
$580.49
45.95%
Reduce -27.93%
185,063
-71,726

EASTERN BANK Total Holding History ($B)

To

EASTERN BANK's Asset Allocation

To

EASTERN BANK Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

EASTERN BANK's Hypothetical Growth since 2024-09-30

EASTERN BANK's Yearly Returns

Year Portfolio % % Excess Gain %

EASTERN BANK's Holdings Heat Map

Size field:

EASTERN BANK's Holdings Bubble Chart

EASTERN BANK News

  • 1

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