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
76
$520K 0.3%
3,218
77
$510K 0.29%
19,177
78
$500K 0.29%
12,021
79
$479K 0.27%
11,537
-161
80
$478K 0.27%
3,400
81
$470K 0.27%
11,346
-1,847
82
$455K 0.26%
21,564
-2,350
83
$432K 0.25%
3,617
+50
84
$428K 0.24%
10,026
+218
85
$426K 0.24%
3,862
86
$384K 0.22%
4,240
87
$381K 0.22%
7,250
-2,780
88
$368K 0.21%
3,665
89
$349K 0.2%
6,711
90
$345K 0.2%
4,725
91
$335K 0.19%
14,699
-2,180
92
$331K 0.19%
13,842
-2,760
93
$331K 0.19%
3,495
94
$328K 0.19%
6,298
-46
95
$327K 0.19%
3,508
+75
96
$305K 0.17%
8,729
97
$301K 0.17%
2,946
+267
98
$291K 0.17%
6,105
+63
99
$278K 0.16%
2,380
-250
100
$276K 0.16%
7,324
+70
1 2 3
4
5