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
$188M
AUM Growth
+$5.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$497K
3
+$473K
4
CBI
Chicago Bridge & Iron Nv
CBI
+$462K
5
MDT icon
Medtronic
MDT
+$339K

Top Sells

1
+$382K
2
+$359K
3
+$304K
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$294K
5
SPY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$589K 0.31%
6,711
77
$576K 0.31%
11,813
+257
78
$545K 0.29%
3,293
+75
79
$543K 0.29%
3,400
80
$531K 0.28%
5,553
+2,135
81
$522K 0.28%
8,621
+97
82
$486K 0.26%
6,624
+209
83
$456K 0.24%
4,341
+100
84
$448K 0.24%
4,725
85
$445K 0.24%
18,040
-1,137
86
$426K 0.23%
3,862
87
$411K 0.22%
3,615
-50
88
$405K 0.21%
10,102
-261
89
$387K 0.21%
9,537
-350
90
$387K 0.21%
8,174
91
$361K 0.19%
3,175
+202
92
$352K 0.19%
3,615
+172
93
$339K 0.18%
+4,348
94
$339K 0.18%
8,925
95
$336K 0.18%
14,699
96
$329K 0.17%
4,240
97
$324K 0.17%
14,192
98
$302K 0.16%
3,040
-764
99
$290K 0.15%
6,170
100
$268K 0.14%
2,517
-153
1 2 3
4
5