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
326
$10K 0.01%
+104
327
$10K 0.01%
+146
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$10K 0.01%
+178
329
$9K ﹤0.01%
+44
330
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+188
331
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+250
332
$9K ﹤0.01%
+500
333
$9K ﹤0.01%
+170
334
$9K ﹤0.01%
+142
335
$9K ﹤0.01%
+212
336
$9K ﹤0.01%
+373
337
$9K ﹤0.01%
+135
338
$9K ﹤0.01%
+130
339
$9K ﹤0.01%
+656
340
$8K ﹤0.01%
+100
341
$8K ﹤0.01%
+191
342
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+85
345
$8K ﹤0.01%
+250
346
$8K ﹤0.01%
+131
347
$7K ﹤0.01%
+178
348
$7K ﹤0.01%
+80
349
$7K ﹤0.01%
+135
350
$7K ﹤0.01%
+100