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
$182M
AUM Growth
+$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.33M
3
+$1.42M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$509K
5
TJX icon
TJX Companies
TJX
+$326K

Top Sells

1
+$2.12M
2
+$788K
3
+$515K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$364K
5
ORCL icon
Oracle
ORCL
+$283K

Sector Composition

1 Financials 14.88%
2 Industrials 12.39%
3 Healthcare 10.29%
4 Technology 10.23%
5 Energy 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.64%
21,445
-75
52
$1.04M 0.58%
32,410
-1,906
53
$1.04M 0.57%
8,665
54
$1M 0.55%
13,775
55
$994K 0.55%
23,840
+1
56
$987K 0.54%
23,744
-369
57
$979K 0.54%
8,533
-11
58
$976K 0.54%
7,747
+1,622
59
$948K 0.52%
10,772
-1,082
60
$897K 0.49%
40,954
61
$885K 0.49%
5,505
-60
62
$852K 0.47%
15,985
63
$847K 0.47%
17,956
-440
64
$796K 0.44%
6,702
65
$777K 0.43%
8,982
+3
66
$771K 0.42%
11,275
67
$768K 0.42%
20,222
+513
68
$725K 0.4%
8,459
69
$716K 0.39%
7,960
+40
70
$655K 0.36%
6,744
-69
71
$633K 0.35%
42,660
+126
72
$571K 0.31%
6,245
73
$552K 0.3%
3,295
74
$537K 0.3%
10,030
-240
75
$535K 0.29%
4,469
1 2
3
4 5