ECAM
East Coast Asset Management Portfolio holdings
AUM
$301M
This Quarter Return
-0.42%
1 Year Return
+32.49%
3 Year Return
+128.72%
5 Year Return
+189.22%
10 Year Return
+525.1%
AUM
$175M
AUM Growth
+$175M
(-3.6%)
Cap. Flow
-$4.96M
Cap. Flow
% of AUM
-2.83%
Top 10 Holdings %
Top 10 Hldgs %
27.63%
Holding
124
New
–
Increased
38
Reduced
52
Closed
9
Top Buys
| 1 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$1.27M |
| 2 |
Moody's
MCO
|
$1.07M |
| 3 |
DNOW Inc
DNOW
|
$524K |
| 4 |
Phillips 66
PSX
|
$286K |
| 5 |
BBBY
Bed Bath & Beyond Inc
BBBY
|
$236K |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$1.68M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$1.57M |
| 3 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$593K |
| 4 |
Toyota
TM
|
$535K |
| 5 |
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% |
