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 		Capital Flow
1
$9.74M 6.38%
121,146
-49,390
2
$5.53M 3.63%
48,717
-1,815
3
$3.28M 2.15%
54,875
+7,194
4
$3.12M 2.04%
44,227
+3,740
5
$2.91M 1.91%
43,280
+1,320
6
$2.9M 1.9%
102,944
+89,038
7
$2.88M 1.89%
39,275
-17,309
8
$2.8M 1.84%
47,257
+1,500
9
$2.8M 1.84%
15,823
+654
10
$2.73M 1.79%
39,217
-114,279
11
$2.73M 1.79%
40,278
+4,557
12
$2.72M 1.78%
47,050
+7,856
13
$2.66M 1.74%
30,689
-1,148
14
$2.64M 1.73%
29,844
+1,469
15
$2.61M 1.71%
+26,398
16
$2.52M 1.65%
80,513
-6,795
17
$2.49M 1.63%
60,404
+437
18
$2.46M 1.61%
30,214
+1,156
19
$2.39M 1.57%
57,876
+1,179
20
$2.39M 1.57%
26,160
+26,035
21
$2.31M 1.51%
37,360
+2,504
22
$2.26M 1.48%
23,217
+1,320
23
$2.21M 1.45%
13
24
$2.17M 1.42%
12,901
-1,437
25
$2.1M 1.37%
21,471
+1,129
1
2 3 4 5