ECAM

East Coast Asset Management Portfolio holdings

AUM $301M
1-Year Est. Return 32.49%
This Quarter Est. Return
1 Year Est. Return
+32.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1 +$13.7M
2 +$10.2M
3 +$5.66M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$3.89M
5
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$3.79M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.2%
2 Healthcare 9.57%
3 Technology 7.55%
4 Industrials 6.89%
5 Consumer Staples 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$34K 0.02%
+655
252
$33K 0.02%
+1,326
253
$33K 0.02%
+738
254
$33K 0.02%
+300
255
$33K 0.02%
+1,622
256
$31K 0.02%
+375
257
$31K 0.02%
+900
258
$31K 0.02%
+1,804
259
$31K 0.02%
+910
260
$30K 0.02%
+1,444
261
$30K 0.02%
+773
262
$30K 0.02%
+800
263
$29K 0.02%
+690
264
$28K 0.02%
+675
265
$28K 0.02%
+672
266
$28K 0.02%
+988
267
$28K 0.02%
+395
268
$27K 0.01%
+650
269
$26K 0.01%
+450
270
$26K 0.01%
+435
271
$26K 0.01%
+5,000
272
$25K 0.01%
+312
273
$25K 0.01%
+600
274
$24K 0.01%
+520
275
$24K 0.01%
+218