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
$175M
AUM Growth
-$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.07M
3
+$524K
4
PSX icon
Phillips 66
PSX
+$286K
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$236K

Top Sells

1
+$1.68M
2
+$1.57M
3
+$593K
4
TM icon
Toyota
TM
+$535K
5
SNY icon
Sanofi
SNY
+$356K

Sector Composition

1 Financials 16.53%
2 Industrials 13.18%
3 Technology 10.81%
4 Healthcare 9.93%
5 Energy 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.65%
20,980
-465
52
$1.13M 0.64%
25,686
-1,440
53
$1.06M 0.6%
22,801
-1,039
54
$1.05M 0.6%
23,745
+1
55
$1.01M 0.58%
8,498
-167
56
$1.01M 0.57%
5,506
+1
57
$951K 0.54%
7,747
58
$934K 0.53%
10,592
+1,610
59
$932K 0.53%
10,661
-111
60
$901K 0.51%
13,559
-216
61
$898K 0.51%
8,189
-344
62
$883K 0.5%
18,084
+128
63
$835K 0.48%
15,615
-370
64
$829K 0.47%
8,855
+895
65
$782K 0.45%
25,476
-6,934
66
$766K 0.44%
19,636
-586
67
$761K 0.43%
34,994
-5,960
68
$753K 0.43%
8,459
69
$733K 0.42%
6,702
70
$648K 0.37%
10,113
-1,162
71
$620K 0.35%
40,620
-2,040
72
$605K 0.35%
3,295
73
$600K 0.34%
6,245
74
$552K 0.32%
6,354
-390
75
$529K 0.3%
8,780
-373
1 2
3
4 5