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
$153M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.51M
3
+$2.38M
4
AMT icon
American Tower
AMT
+$587K
5
PSX icon
Phillips 66
PSX
+$454K

Top Sells

1
+$7.96M
2
+$3.97M
3
+$3M
4
PID icon
Invesco International Dividend Achievers ETF
PID
+$2.57M
5
WMT icon
Walmart
WMT
+$2.2M

Sector Composition

1 Financials 13.09%
2 Healthcare 10.32%
3 Industrials 9.95%
4 Technology 9.84%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.72%
17,224
+874
52
$1.07M 0.7%
37,807
-3,493
53
$1M 0.66%
20,665
+2,625
54
$976K 0.64%
8,502
-164
55
$971K 0.64%
9,790
+187
56
$958K 0.63%
14,117
-330
57
$943K 0.62%
12,146
+1,220
58
$916K 0.6%
22,539
+112
59
$911K 0.6%
41,639
-1,140
60
$879K 0.58%
8,249
-668
61
$865K 0.57%
10,865
-3,061
62
$853K 0.56%
8,545
-204
63
$802K 0.53%
12,563
+178
64
$794K 0.52%
19,988
-3,038
65
$760K 0.5%
10,161
-2,277
66
$738K 0.48%
17,029
-1,305
67
$732K 0.48%
6,393
+204
68
$689K 0.45%
5,400
+128
69
$590K 0.39%
47,274
+2,820
70
$587K 0.38%
+7,920
71
$584K 0.38%
9,059
+687
72
$567K 0.37%
16,996
+526
73
$557K 0.37%
7,149
-1,761
74
$553K 0.36%
4,319
+105
75
$545K 0.36%
3,445
+10
1 2
3
4 5