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
$171M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$990K
3
+$489K
4
PSX icon
Phillips 66
PSX
+$435K
5
DTV
DIRECTV COM STK (DE)
DTV
+$405K

Top Sells

1
+$1.6M
2
+$1.43M
3
+$372K
4
IAU icon
iShares Gold Trust
IAU
+$287K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$233K

Sector Composition

1 Financials 13.69%
2 Industrials 10.83%
3 Technology 10.52%
4 Healthcare 10.45%
5 Energy 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.45M 1.43%
59,297
+4,740
27
$2.43M 1.42%
93,599
+6,618
28
$2.3M 1.34%
32,411
+1,464
29
$2.26M 1.32%
24,177
+2,225
30
$2.24M 1.31%
40,220
+3,840
31
$2.18M 1.27%
27,120
+2,174
32
$2.15M 1.26%
11,657
-1,244
33
$2.13M 1.25%
12
-1
34
$2.06M 1.2%
76,552
+5,846
35
$2.01M 1.17%
69,059
+2,546
36
$2M 1.17%
41,139
+1,055
37
$1.97M 1.15%
47,982
-2,234
38
$1.88M 1.1%
45,137
+3,162
39
$1.77M 1.03%
21,687
-326
40
$1.67M 0.98%
31,457
41
$1.64M 0.96%
82,012
+7,476
42
$1.64M 0.96%
16,212
-1,665
43
$1.42M 0.83%
25,980
-974
44
$1.42M 0.83%
16,778
45
$1.37M 0.8%
37,971
+1,590
46
$1.36M 0.79%
73,789
+1,789
47
$1.31M 0.76%
30,408
-1,042
48
$1.3M 0.76%
17,516
+292
49
$1.16M 0.68%
13,834
+1,688
50
$1.1M 0.64%
21,490
+825
1
2
3 4 5