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
1
$7.99M 4.4%
99,425
-4,530
2
$7.01M 3.86%
55,379
+1,304
3
$5.22M 2.87%
61,372
+345
4
$5.06M 2.79%
68,912
+19,272
5
$4.55M 2.5%
56,535
+1,170
6
$3.91M 2.15%
47,499
-6,256
7
$3.83M 2.11%
22,106
-404
8
$3.79M 2.09%
32,112
+277
9
$3.61M 1.99%
28,146
+81
10
$3.54M 1.95%
133,272
+12,252
11
$3.44M 1.9%
50,532
+397
12
$3.43M 1.89%
44,007
+1,611
13
$3.38M 1.86%
37,327
+1,860
14
$3.36M 1.85%
63,941
+1,042
15
$3.33M 1.83%
32,409
+334
16
$3.29M 1.81%
31,433
+562
17
$3.28M 1.81%
48,077
+1,871
18
$3.12M 1.72%
35,831
+451
19
$3.05M 1.68%
83,697
+3,598
20
$3.02M 1.66%
104,346
+6,220
21
$2.95M 1.62%
65,902
+1,266
22
$2.85M 1.57%
14,555
+2,600
23
$2.81M 1.55%
+77,534
24
$2.77M 1.52%
29,663
+495
25
$2.74M 1.51%
39,566
+375
1
2 3 4 5