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
$333M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$14.2M
2 +$13.3M
3 +$12.7M
4
CL icon
Colgate-Palmolive
CL
+$12M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.9M

Top Sells

1 +$1.43M
2 +$1.07M
3 +$977K
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$943K
5
SRCL
Stericycle Inc
SRCL
+$757K

Sector Composition

1 Financials 27.22%
2 Communication Services 17.42%
3 Industrials 12.67%
4 Technology 8.7%
5 Consumer Staples 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$25.5M 7.67%
156,703
+87,157
2
$22.2M 6.67%
215,176
+128,693
3
$19.5M 5.85%
504,580
+308,920
4
$18.6M 5.59%
284,278
+183,272
5
$17.5M 5.24%
442,433
+237,793
6
$16.9M 5.09%
58,851
+30,204
7
$14.4M 4.33%
485,787
+352,440
8
$14.3M 4.29%
138,498
+78,223
9
$14M 4.2%
483,436
+304,552
10
$13.8M 4.13%
145,860
+81,212
11
$13.5M 4.06%
156,503
+78,287
12
$13.2M 3.96%
351,006
+178,570
13
$12.7M 3.8%
+183,440
14
$12M 3.59%
48,085
+25,238
15
$8.82M 2.65%
55,611
+25,312
16
$4.87M 1.46%
88,313
+1,992
17
$4.35M 1.31%
61,359
-414
18
$4.32M 1.3%
55,308
19
$3.87M 1.16%
33,726
-703
20
$3.38M 1.01%
20,921
-101
21
$3.02M 0.91%
54,308
+1,156
22
$3M 0.9%
35,791
-112
23
$2.94M 0.88%
30,271
+419
24
$2.86M 0.86%
12,786
-54
25
$2.45M 0.74%
21,268
-218