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
$182M
AUM Growth
+$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.33M
3
+$1.42M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$509K
5
TJX icon
TJX Companies
TJX
+$326K

Top Sells

1
+$2.12M
2
+$788K
3
+$515K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$364K
5
ORCL icon
Oracle
ORCL
+$283K

Sector Composition

1 Financials 14.88%
2 Industrials 12.39%
3 Healthcare 10.29%
4 Technology 10.23%
5 Energy 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 1.5%
25,567
+250
27
$2.72M 1.5%
79,504
+154
28
$2.71M 1.49%
23,468
+253
29
$2.66M 1.47%
77,630
-444
30
$2.65M 1.46%
50,208
+3,360
31
$2.62M 1.44%
97,230
+2,085
32
$2.36M 1.3%
41,200
+225
33
$2.33M 1.28%
+54,737
34
$2.32M 1.28%
33,334
+300
35
$2.28M 1.26%
12
36
$2.19M 1.21%
79,076
-507
37
$2.15M 1.18%
49,878
+1,944
38
$1.98M 1.09%
70,138
-330
39
$1.96M 1.08%
84,152
+1,552
40
$1.79M 0.99%
36,857
+975
41
$1.76M 0.97%
17,477
+1,960
42
$1.61M 0.89%
16,107
+983
43
$1.53M 0.84%
31,458
44
$1.49M 0.82%
18,952
-2,080
45
$1.45M 0.8%
38,728
46
$1.42M 0.78%
16,778
47
$1.24M 0.68%
64,163
-4,431
48
$1.23M 0.68%
10,721
+375
49
$1.23M 0.68%
17,226
-310
50
$1.22M 0.67%
27,126
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