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Eastern Bank

Portfolio Manager
Eastern Bank
Performance
-5.70% (2026 Q1)
AUM (13F)
$5.83B
# of Holdings
1071
Performance Rank
Allocation (Top 20)
52.3%

Eastern Bank Holdings Map

Top 50 Eastern Bank Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GVI
ISHARES TR
5.02%2.74M$292.8M
+11.16%(+275.55K)
2025-Q1: 1.85M shares2025-Q2: 2.38M shares2025-Q3: 2.39M shares2025-Q4: 2.47M shares2026-Q1: 2.74M shares
$105.50(+0.61%)
2026-03-31
AAPL
APPLE INC
4.86%1.12M$283.0M
+2.74%(+29.69K)
2025-Q1: 1.15M shares2025-Q2: 1.10M shares2025-Q3: 1.08M shares2025-Q4: 1.09M shares2026-Q1: 1.12M shares
$160.02(+77.59%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.63%1.55M$269.8M
+1.13%(+17.31K)
2025-Q1: 1.69M shares2025-Q2: 1.65M shares2025-Q3: 1.59M shares2025-Q4: 1.53M shares2026-Q1: 1.55M shares
$88.06(+123.13%)
2026-03-31
MSFT
MICROSOFT CORP
3.98%626.9K$232.1M
-1.59%(-10.10K)
2025-Q1: 661.1K shares2025-Q2: 652.5K shares2025-Q3: 633.5K shares2025-Q4: 637.0K shares2026-Q1: 626.9K shares
$297.07(+38.48%)
2026-03-31
GOOGL
ALPHABET INC
3.78%766.0K$220.3M
+1.88%(+14.14K)
2025-Q1: 815.6K shares2025-Q2: 804.8K shares2025-Q3: 764.2K shares2025-Q4: 751.9K shares2026-Q1: 766.0K shares
$123.50(+214.52%)
2026-03-31
JIRE
J P MORGAN EXCHANGE TRADED F
2.64%2.03M$154.0M
+93.63%(+982.99K)
2025-Q1: 0 shares2025-Q2: 572.2K shares2025-Q3: 1.02M shares2025-Q4: 1.05M shares2026-Q1: 2.03M shares
$71.93(+10.23%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
2.63%2.39M$152.9M
-1.67%(-40.45K)
2025-Q1: 2.16M shares2025-Q2: 2.21M shares2025-Q3: 2.35M shares2025-Q4: 2.43M shares2026-Q1: 2.39M shares
$51.26(+34.57%)
2026-03-31
AVGO
BROADCOM INC
2.6%489.9K$151.6M
-9.63%(-52.20K)
2025-Q1: 614.1K shares2025-Q2: 587.1K shares2025-Q3: 571.8K shares2025-Q4: 542.1K shares2026-Q1: 489.9K shares
$97.83(+336.86%)
2026-03-31
AMZN
AMAZON COM INC
2.51%703.1K$146.4M
-0.65%(-4.57K)
2025-Q1: 714.1K shares2025-Q2: 703.4K shares2025-Q3: 709.5K shares2025-Q4: 707.6K shares2026-Q1: 703.1K shares
$133.23(+105.32%)
2026-03-31
IVV
ISHARES TR
2.27%202.9K$132.5M
+5.03%(+9.72K)
2025-Q1: 129.9K shares2025-Q2: 137.2K shares2025-Q3: 150.5K shares2025-Q4: 193.2K shares2026-Q1: 202.9K shares
$572.81(+26.91%)
2026-03-31

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