ECAM

East Coast Asset Management Portfolio holdings

AUM $319M
1-Year Est. Return 34.35%
This Quarter Est. Return
1 Year Est. Return
+34.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.51M
3
+$2.38M
4
AMT icon
American Tower
AMT
+$587K
5
PSX icon
Phillips 66
PSX
+$454K

Top Sells

1
+$7.96M
2
+$3.97M
3
+$3M
4
PID icon
Invesco International Dividend Achievers ETF
PID
+$2.57M
5
WMT icon
Walmart
WMT
+$2.2M

Sector Composition

1 Financials 13.09%
2 Healthcare 10.32%
3 Industrials 9.95%
4 Technology 9.84%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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402
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403
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404
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405
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406
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407
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-3,021
408
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-325
409
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-150
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