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
26
$2M 1.08%
+49,842
27
$1.98M 1.07%
+51,132
28
$1.96M 1.06%
+21,897
29
$1.96M 1.06%
+20,342
30
$1.95M 1.06%
+89,093
31
$1.92M 1.04%
+21,190
32
$1.92M 1.04%
+72,076
33
$1.88M 1.02%
+31,099
34
$1.8M 0.98%
+42,915
35
$1.79M 0.97%
+84,549
36
$1.78M 0.96%
+24,065
37
$1.76M 0.95%
+22,821
38
$1.72M 0.93%
+24,178
39
$1.64M 0.89%
+47,420
40
$1.57M 0.85%
+34,276
41
$1.57M 0.85%
+20,961
42
$1.51M 0.82%
+42,400
43
$1.42M 0.77%
+3,646
44
$1.41M 0.77%
+16,778
45
$1.37M 0.74%
+30,350
46
$1.37M 0.74%
+30,596
47
$1.33M 0.72%
+39,989
48
$1.32M 0.72%
+33,222
49
$1.2M 0.65%
+34,975
50
$1.14M 0.62%
+13,266
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