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
76
$527K 0.29%
9,153
+506
77
$521K 0.29%
13,193
+415
78
$512K 0.28%
19,177
+3,200
79
$506K 0.28%
11,698
+610
80
$505K 0.28%
23,914
81
$501K 0.28%
12,021
82
$487K 0.27%
3,218
83
$466K 0.26%
3,567
+600
84
$434K 0.24%
16,602
85
$426K 0.23%
3,862
86
$424K 0.23%
4,240
87
$415K 0.23%
9,808
-50,131
88
$402K 0.22%
3,400
89
$399K 0.22%
3,665
90
$387K 0.21%
16,879
91
$356K 0.2%
6,344
-14,036
92
$356K 0.2%
6,704
93
$352K 0.19%
3,495
94
$351K 0.19%
6,366
95
$345K 0.19%
6,711
96
$326K 0.18%
4,725
97
$320K 0.18%
6,064
-1,968
98
$311K 0.17%
8,729
-300
99
$307K 0.17%
3,433
100
$304K 0.17%
6,042
2 3
4
5 6