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
$184M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$10.2M
3
+$5.66M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$3.89M
5
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$3.79M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.2%
2 Healthcare 9.57%
3 Technology 7.55%
4 Industrials 6.89%
5 Consumer Staples 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$544K 0.29%
+6,545
77
$543K 0.29%
+10,310
78
$530K 0.29%
+19,806
79
$529K 0.29%
+8,372
80
$529K 0.29%
+24,864
81
$520K 0.28%
+3,435
82
$517K 0.28%
+44,454
83
$508K 0.28%
+4,214
84
$490K 0.27%
+43,496
85
$489K 0.27%
+9,484
86
$472K 0.26%
+12,265
87
$468K 0.25%
+4,242
88
$464K 0.25%
+20,562
89
$430K 0.23%
+3,608
90
$428K 0.23%
+8,142
91
$424K 0.23%
+11,274
92
$413K 0.22%
+5,273
93
$406K 0.22%
+18,176
94
$393K 0.21%
+23,495
95
$382K 0.21%
+26,505
96
$380K 0.21%
+5,287
97
$370K 0.2%
+3,735
98
$361K 0.2%
+7,405
99
$359K 0.19%
+4,629
100
$355K 0.19%
+13,366
2 3
4
5 6