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
$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
26
$2.07M 1.36%
54,557
+4,715
27
$2.06M 1.35%
94,232
+5,139
28
$2.02M 1.32%
50,216
-916
29
$1.97M 1.29%
30,947
-152
30
$1.94M 1.27%
40,084
-5,533
31
$1.93M 1.27%
24,946
+768
32
$1.91M 1.25%
70,706
-76,239
33
$1.87M 1.23%
42,673
-242
34
$1.85M 1.21%
21,952
+991
35
$1.84M 1.21%
86,981
+2,432
36
$1.81M 1.19%
66,513
-5,563
37
$1.74M 1.14%
36,380
+2,104
38
$1.66M 1.09%
22,013
-808
39
$1.66M 1.09%
41,975
-425
40
$1.63M 1.07%
20,157
-3,908
41
$1.54M 1.01%
17,877
-3,313
42
$1.46M 0.95%
31,457
+861
43
$1.42M 0.93%
16,778
44
$1.34M 0.88%
26,954
-3,396
45
$1.3M 0.85%
31,450
-1,772
46
$1.27M 0.83%
74,536
+5,404
47
$1.24M 0.82%
72,000
-148,899
48
$1.16M 0.76%
36,381
+1,406
49
$1.13M 0.74%
34,045
-13,375
50
$1.13M 0.74%
13,243
-23
1
2
3 4 5