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
$153M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1 +$2.61M
2 +$2.51M
3 +$2.38M
4
AMT icon
American Tower
AMT
+$587K
5
PSX icon
Phillips 66
PSX
+$454K

Top Sells

1 +$7.96M
2 +$3.97M
3 +$3M
4
PID icon
Invesco International Dividend Achievers ETF
PID
+$2.57M
5
WMT icon
Walmart
WMT
+$2.2M

Sector Composition

1 Financials 13.09%
2 Healthcare 10.32%
3 Industrials 9.95%
4 Technology 9.84%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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