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
$333M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$13.3M
3
+$12.7M
4
CL icon
Colgate-Palmolive
CL
+$12M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.9M

Top Sells

1
+$1.43M
2
+$1.07M
3
+$977K
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$943K
5
SRCL
Stericycle Inc
SRCL
+$757K

Sector Composition

1 Financials 27.22%
2 Communication Services 17.42%
3 Industrials 12.67%
4 Technology 8.7%
5 Consumer Staples 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 0.71%
22,953
-74
27
$2.16M 0.65%
237,772
+1,004
28
$1.99M 0.6%
18,736
-3,421
29
$1.93M 0.58%
34,876
-414
30
$1.91M 0.57%
61,959
-602
31
$1.91M 0.57%
18,085
+7,612
32
$1.71M 0.51%
7
-4
33
$1.68M 0.5%
56,931
-9,331
34
$1.65M 0.5%
15,904
-229
35
$1.64M 0.49%
41,500
-180
36
$1.39M 0.42%
22,404
37
$1.38M 0.41%
13,020
+620
38
$1.37M 0.41%
44,861
-2,041
39
$1.36M 0.41%
22,408
-139
40
$1.34M 0.4%
15,714
-131
41
$1.32M 0.4%
15,568
-114
42
$1.27M 0.38%
12,217
+2,065
43
$1.27M 0.38%
8,498
44
$1.2M 0.36%
26,072
-1,096
45
$1.18M 0.35%
14,014
46
$1.17M 0.35%
31,876
-9,328
47
$1.15M 0.35%
19,799
48
$1.15M 0.35%
4,600
-50
49
$1.06M 0.32%
9,623
+35
50
$1.01M 0.3%
28,316
-319
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2
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