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
$188M
AUM Growth
+$5.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$497K
3
+$473K
4
CBI
Chicago Bridge & Iron Nv
CBI
+$462K
5
MDT icon
Medtronic
MDT
+$339K

Top Sells

1
+$382K
2
+$359K
3
+$304K
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$294K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$282K

Sector Composition

1 Financials 16.99%
2 Industrials 12.51%
3 Healthcare 11.19%
4 Technology 10.2%
5 Communication Services 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.98M 1.58%
29,570
+62
27
$2.97M 1.58%
97,671
+1,754
28
$2.86M 1.52%
34,848
+6,052
29
$2.83M 1.5%
13,707
-1,366
30
$2.61M 1.39%
12
31
$2.6M 1.38%
25,719
-257
32
$2.52M 1.34%
29,454
+317
33
$2.48M 1.32%
49,666
+150
34
$2.48M 1.32%
74,624
+4,120
35
$2.44M 1.29%
73,818
+2,832
36
$2.39M 1.27%
225,095
+4,264
37
$2.06M 1.09%
51,758
+3,225
38
$2.05M 1.09%
31,780
+322
39
$1.98M 1.05%
91,293
+9,910
40
$1.9M 1.01%
46,518
-1,830
41
$1.73M 0.92%
15,975
-726
42
$1.7M 0.9%
16,418
+906
43
$1.59M 0.84%
18,732
+963
44
$1.52M 0.81%
57,689
-11,107
45
$1.46M 0.78%
38,725
-257
46
$1.36M 0.72%
29,808
+4,106
47
$1.33M 0.71%
17,113
-33
48
$1.3M 0.69%
10,628
+171
49
$1.26M 0.67%
13,915
+1,204
50
$1.25M 0.67%
15,300
-1,239
1
2
3 4 5