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| Eagle Boston Investment Management Inc
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|---|---|
| CRD # | 110649 |
| SEC # | 801-55776 |
| CIK # | 0001079161, 0000790502 |
| AUM | |
| Employees | 24 (21% Investors, 17% Brokers) |
| Phone | 800-237-3101 |
| Address | 880 Carillon Parkway St Petersburg, FL 33716 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 8.5 | ||
| Apple Inc | 6.0 | ||
| Nvidia Corp | 5.5 | ||
| Broadcom Inc | 4.8 | ||
| Amazon Com Inc | 4.5 | ||
| J P Morgan Chase & Co | 4.2 | ||
| Facebook Inc | 2.8 | ||
| Wal Mart Stores Inc | 2.4 | ||
| Alphabet Inc | 2.3 | ||
| VISA Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.1 |
| (g) Pension and profit sharing plans | 6 | 0.8 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 40 | 1.0 |
| By Discretionary | ||
| Discretionary | 17 | 1.0 |
| Non-Discretionary | 23 | 0.0 |
| Total | 40 | 1.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 0.9 | |
| Total | 40 | 1.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000790502] | |
| 13F-NT | [0000790502] | |
| 3 | [0000790502] | |
| 4 | [0000790502] | |
| SC 13D | [0000790502] | |
| SC 13G | [0000790502] | |
| 13F-HR | [0001079161] | |
| SC 13G | [0001079161] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Eagle Asset Management Inc | |
| Eagle Growth & Income Opportunities Fund |