ECAM
East Coast Asset Management Portfolio holdings
AUM
$301M
This Quarter Return
+1.77%
1 Year Return
+32.49%
3 Year Return
+128.72%
5 Year Return
+189.22%
10 Year Return
+525.1%
AUM
$188M
AUM Growth
+$5.71M
(+3.1%)
Cap. Flow
+$3.83M
Cap. Flow
% of AUM
2.03%
Top 10 Holdings %
Top 10 Hldgs %
26.74%
Holding
117
New
2
Increased
61
Reduced
29
Closed
4
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$1.86M |
| 2 |
Enovis
ENOV
|
$497K |
| 3 |
IBM
IBM
|
$473K |
| 4 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$462K |
| 5 |
Medtronic
MDT
|
$339K |
Top Sells
| 1 |
CDK
CDK Global, Inc.
CDK
|
$382K |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$359K |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$304K |
| 4 |
Columbia Emerging Markets Consumer ETF
ECON
|
$294K |
| 5 |
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% |
