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
$333M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$14.2M
2 +$13.3M
3 +$12.7M
4
CL icon
Colgate-Palmolive
CL
+$12M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.9M

Top Sells

1 +$1.43M
2 +$1.07M
3 +$977K
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$943K
5
SRCL
Stericycle Inc
SRCL
+$757K

Sector Composition

1 Financials 27.22%
2 Communication Services 17.42%
3 Industrials 12.67%
4 Technology 8.7%
5 Consumer Staples 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-24,759