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
376
$3K ﹤0.01%
+400
377
$3K ﹤0.01%
+100
378
$3K ﹤0.01%
+114
379
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+64
380
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+44
381
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+100
382
$3K ﹤0.01%
+101
383
$3K ﹤0.01%
+100
384
$3K ﹤0.01%
+96
385
$2K ﹤0.01%
+26
386
$2K ﹤0.01%
+150
387
$2K ﹤0.01%
+26
388
$2K ﹤0.01%
+20
389
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+21
390
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+130
391
$2K ﹤0.01%
+39
392
$1K ﹤0.01%
+120
393
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+25
394
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+20
395
$1K ﹤0.01%
+240
396
$1K ﹤0.01%
+107
397
$1K ﹤0.01%
+230
398
$1K ﹤0.01%
+9
399
$1K ﹤0.01%
+300
400
$0 ﹤0.01%
+1