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
101
$348K 0.19%
+13,906
102
$347K 0.19%
+3,520
103
$325K 0.18%
+3,805
104
$319K 0.17%
+14,440
105
$304K 0.16%
+2,566
106
$297K 0.16%
+3,325
107
$293K 0.16%
+3,390
108
$287K 0.16%
+2,550
109
$278K 0.15%
+2,821
110
$278K 0.15%
+4,725
111
$278K 0.15%
+7,251
112
$276K 0.15%
+12,260
113
$263K 0.14%
+5,970
114
$257K 0.14%
+5,700
115
$241K 0.13%
+7,740
116
$237K 0.13%
+33,975
117
$236K 0.13%
+2,730
118
$235K 0.13%
+9,710
119
$227K 0.12%
+5,489
120
$220K 0.12%
+5,110
121
$218K 0.12%
+8,000
122
$216K 0.12%
+3,565
123
$215K 0.12%
+5,640
124
$212K 0.11%
+6,917
125
$205K 0.11%
+2,000
3 4
5
6 7