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
$175M
AUM Growth
-$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.07M
3
+$524K
4
PSX icon
Phillips 66
PSX
+$286K
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$236K

Top Sells

1
+$1.68M
2
+$1.57M
3
+$593K
4
TM icon
Toyota
TM
+$535K
5
SNY icon
Sanofi
SNY
+$356K

Sector Composition

1 Financials 16.53%
2 Industrials 13.18%
3 Technology 10.81%
4 Healthcare 9.93%
5 Energy 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.75M 1.57%
51,592
+1,384
27
$2.71M 1.55%
81,668
+2,164
28
$2.59M 1.48%
26,164
-3,499
29
$2.54M 1.45%
22,831
-637
30
$2.48M 1.42%
12
31
$2.38M 1.36%
32,605
-729
32
$2.27M 1.3%
24,957
-610
33
$2.25M 1.29%
89,428
+5,276
34
$2.23M 1.27%
68,494
-9,136
35
$2.19M 1.25%
54,979
+242
36
$2.04M 1.17%
77,954
-1,122
37
$2.03M 1.16%
48,759
-1,119
38
$1.99M 1.14%
70,914
+776
39
$1.79M 1.02%
19,017
+1,540
40
$1.67M 0.96%
15,438
-669
41
$1.61M 0.92%
31,458
42
$1.56M 0.89%
18,637
-315
43
$1.47M 0.84%
38,753
+25
44
$1.39M 0.79%
47,209
-57,137
45
$1.32M 0.75%
13,926
+11,305
46
$1.23M 0.7%
14,534
-2,244
47
$1.21M 0.69%
24,713
-12,144
48
$1.19M 0.68%
64,164
+1
49
$1.19M 0.68%
17,227
+1
50
$1.15M 0.66%
10,376
-345
1
2
3 4 5