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
$188M
AUM Growth
+$5.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$497K
3
+$473K
4
CBI
Chicago Bridge & Iron Nv
CBI
+$462K
5
MDT icon
Medtronic
MDT
+$339K

Top Sells

1
+$382K
2
+$359K
3
+$304K
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$294K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$282K

Sector Composition

1 Financials 16.99%
2 Industrials 12.51%
3 Healthcare 11.19%
4 Technology 10.2%
5 Communication Services 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.09M 4.29%
56,036
+1,307
2
$6.24M 3.31%
72,203
+1,432
3
$5.22M 2.77%
64,783
-3,779
4
$5.11M 2.71%
186,450
+68,006
5
$4.92M 2.61%
57,768
+238
6
$4.82M 2.56%
61,288
+414
7
$4.78M 2.54%
136,416
+1,162
8
$3.97M 2.11%
45,288
+1,220
9
$3.63M 1.93%
47,311
+1,332
10
$3.62M 1.92%
41,695
+767
11
$3.62M 1.92%
66,494
+2,015
12
$3.62M 1.92%
52,152
+1,043
13
$3.61M 1.92%
66,585
+1,522
14
$3.6M 1.91%
55,090
+2,834
15
$3.56M 1.89%
83,927
+588
16
$3.54M 1.88%
44,035
-2,195
17
$3.45M 1.83%
85,678
+3,056
18
$3.43M 1.82%
22,325
+3,084
19
$3.23M 1.71%
23,035
+73
20
$3.23M 1.71%
33,270
+598
21
$3.22M 1.71%
35,062
+488
22
$3.06M 1.62%
62,050
+9,383
23
$3.04M 1.62%
24,776
+213
24
$3.01M 1.6%
96,744
+1,928
25
$2.99M 1.58%
35,788
+302
1
2 3 4 5