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
401
$0 ﹤0.01%
+3
402
$0 ﹤0.01%
+5
403
$0 ﹤0.01%
+184
404
$0 ﹤0.01%
+25
405
$0 ﹤0.01%
+70
406
$0 ﹤0.01%
+7
407
$0 ﹤0.01%
+20