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
$188M
AUM Growth
+$5.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$497K
3
+$473K
4
CBI
Chicago Bridge & Iron Nv
CBI
+$462K
5
MDT icon
Medtronic
MDT
+$339K

Top Sells

1
+$382K
2
+$359K
3
+$304K
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$294K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$282K

Sector Composition

1 Financials 16.99%
2 Industrials 12.51%
3 Healthcare 11.19%
4 Technology 10.2%
5 Communication Services 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.66%
22,775
+345
52
$1.24M 0.66%
8,976
53
$1.18M 0.62%
23,692
-54
54
$1.17M 0.62%
10,762
+165
55
$1.16M 0.62%
66,465
-529
56
$1.1M 0.58%
5,413
-19
57
$1.04M 0.55%
21,463
-2,048
58
$1.01M 0.54%
18,804
+828
59
$1M 0.53%
13,615
+56
60
$987K 0.52%
10,485
+465
61
$943K 0.5%
11,107
-1,937
62
$913K 0.48%
8,708
+249
63
$910K 0.48%
22,385
+42
64
$875K 0.46%
15,615
65
$866K 0.46%
7,283
-472
66
$844K 0.45%
20,801
+954
67
$818K 0.43%
6,409
-1,347
68
$749K 0.4%
34,534
-460
69
$738K 0.39%
45,696
+4,764
70
$732K 0.39%
11,408
+1,190
71
$673K 0.36%
24,753
-1,020
72
$665K 0.35%
6,025
73
$661K 0.35%
12,021
74
$659K 0.35%
5,302
75
$605K 0.32%
3,220
-75
1 2
3
4 5