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
$171M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$990K
3
+$489K
4
PSX icon
Phillips 66
PSX
+$435K
5
DTV
DIRECTV COM STK (DE)
DTV
+$405K

Top Sells

1
+$1.6M
2
+$1.43M
3
+$372K
4
IAU icon
iShares Gold Trust
IAU
+$287K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$233K

Sector Composition

1 Financials 13.69%
2 Industrials 10.83%
3 Technology 10.52%
4 Healthcare 10.45%
5 Energy 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.64%
24,093
+1,554
52
$1.1M 0.64%
10,293
+503
53
$1.04M 0.61%
13,309
+66
54
$1.04M 0.6%
8,726
+224
55
$1.02M 0.59%
34,864
-2,943
56
$1.02M 0.59%
8,665
+120
57
$1.01M 0.59%
14,172
+55
58
$936K 0.55%
42,779
+1,140
59
$902K 0.53%
24,109
-9,936
60
$865K 0.5%
6,441
+48
61
$836K 0.49%
19,422
-566
62
$824K 0.48%
5,545
+145
63
$807K 0.47%
16,180
-849
64
$774K 0.45%
9,395
-766
65
$773K 0.45%
6,702
-1,547
66
$757K 0.44%
11,275
-1,288
67
$748K 0.44%
9,378
-1,487
68
$685K 0.4%
49,308
+2,034
69
$646K 0.38%
8,459
-600
70
$637K 0.37%
19,175
+2,179
71
$632K 0.37%
7,920
72
$611K 0.36%
3,445
73
$579K 0.34%
6,245
74
$564K 0.33%
6,854
-295
75
$548K 0.32%
6,609
-78
1 2
3
4 5