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
$171M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$990K
3
+$489K
4
PSX icon
Phillips 66
PSX
+$435K
5
DTV
DIRECTV COM STK (DE)
DTV
+$405K

Top Sells

1
+$1.6M
2
+$1.43M
3
+$372K
4
IAU icon
iShares Gold Trust
IAU
+$287K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$233K

Sector Composition

1 Financials 13.69%
2 Industrials 10.83%
3 Technology 10.52%
4 Healthcare 10.45%
5 Energy 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.45M 5.51%
118,234
-2,912
2
$6.26M 3.65%
52,838
+4,121
3
$4.2M 2.45%
60,744
+5,869
4
$4.06M 2.37%
52,686
+5,636
5
$3.83M 2.23%
21,345
+5,522
6
$3.77M 2.2%
45,070
+1,790
7
$3.65M 2.13%
43,911
+3,633
8
$3.52M 2.06%
110,638
+7,694
9
$3.46M 2.02%
48,273
+4,046
10
$3.21M 1.88%
+87,589
11
$3.19M 1.86%
48,995
+1,738
12
$3.1M 1.81%
41,158
+1,941
13
$3.07M 1.79%
33,580
+3,366
14
$3.01M 1.76%
28,657
+2,497
15
$3M 1.75%
37,664
-1,611
16
$2.86M 1.67%
63,693
+3,289
17
$2.86M 1.67%
31,184
+495
18
$2.85M 1.66%
25,996
+2,779
19
$2.8M 1.63%
100,375
+6,143
20
$2.79M 1.63%
30,999
+1,155
21
$2.79M 1.63%
61,502
+3,626
22
$2.76M 1.61%
39,282
+1,922
23
$2.69M 1.57%
81,484
+971
24
$2.67M 1.56%
28,485
+2,087
25
$2.46M 1.44%
22,828
+1,357
1
2 3 4 5