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
$182M
AUM Growth
+$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$2.81M
2 +$2.33M
3 +$1.42M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$509K
5
TJX icon
TJX Companies
TJX
+$326K

Top Sells

1 +$2.12M
2 +$788K
3 +$515K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$364K
5
ORCL icon
Oracle
ORCL
+$283K

Sector Composition

1 Financials 14.88%
2 Industrials 12.39%
3 Healthcare 10.29%
4 Technology 10.23%
5 Energy 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-6,917
127
-3,743