ECAM
East Coast Asset Management Portfolio holdings
AUM
$301M
This Quarter Return
-0.39%
1 Year Return
+32.49%
3 Year Return
+128.72%
5 Year Return
+189.22%
10 Year Return
+525.1%
AUM
$188M
AUM Growth
+$188M
(-0.23%)
Cap. Flow
+$1.28M
Cap. Flow
% of AUM
0.68%
Top 10 Holdings %
Top 10 Hldgs %
27.2%
Holding
115
New
2
Increased
36
Reduced
53
Closed
2
Top Buys
| 1 |
TransDigm Group
TDG
|
$3.54M |
| 2 |
Moody's
MCO
|
$2.21M |
| 3 |
Starbucks
SBUX
|
$266K |
| 4 |
Adobe
ADBE
|
$201K |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
$170K |
Top Sells
| 1 |
ASML
ASML
|
$2.6M |
| 2 |
Willis Towers Watson
WTW
|
$818K |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$431K |
| 4 |
Republic Services
RSG
|
$385K |
| 5 |
Columbia Emerging Markets Consumer ETF
ECON
|
$268K |
Sector Composition
| 1 | Financials | 18.15% |
| 2 | Industrials | 14.02% |
| 3 | Healthcare | 11.03% |
| 4 | Technology | 8.98% |
| 5 | Communication Services | 8.18% |
