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
$333M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$13.3M
3
+$12.7M
4
CL icon
Colgate-Palmolive
CL
+$12M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.9M

Top Sells

1
+$1.43M
2
+$1.07M
3
+$977K
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$943K
5
SRCL
Stericycle Inc
SRCL
+$757K

Sector Composition

1 Financials 27.22%
2 Communication Services 17.42%
3 Industrials 12.67%
4 Technology 8.7%
5 Consumer Staples 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$963K 0.29%
15,568
-4,098
52
$946K 0.28%
9,525
-490
53
$944K 0.28%
27,334
54
$917K 0.28%
4,926
55
$873K 0.26%
61,365
+1,935
56
$852K 0.26%
5,626
+79
57
$830K 0.25%
12,026
58
$810K 0.24%
11,769
-20,798
59
$807K 0.24%
9,354
+140
60
$797K 0.24%
12,021
61
$780K 0.23%
8,647
-275
62
$777K 0.23%
16,394
-328
63
$729K 0.22%
39,828
+366
64
$689K 0.21%
5,111
65
$684K 0.21%
16,670
+274
66
$657K 0.2%
5,477
67
$616K 0.19%
5,059
+1,035
68
$552K 0.17%
9,673
+80
69
$543K 0.16%
6,432
-235
70
$528K 0.16%
3,393
+980
71
$504K 0.15%
8,726
-52
72
$499K 0.15%
10,415
+2
73
$497K 0.15%
3,400
74
$455K 0.14%
5,721
75
$454K 0.14%
4,343
1 2
3
4 5