ECAM

East Coast Asset Management Portfolio holdings

AUM $319M
1-Year Est. Return 34.35%
This Quarter Est. Return
1 Year Est. Return
+34.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$234K
3
+$207K
4
CR icon
Crane Co
CR
+$36.8K
5
DE icon
Deere & Co
DE
+$9.6K

Top Sells

1
+$11.1M
2
+$5.28M
3
+$3.19M
4
META icon
Meta Platforms (Facebook)
META
+$664K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$459K

Sector Composition

1 Communication Services 26.52%
2 Industrials 17.14%
3 Financials 16.6%
4 Consumer Discretionary 16.12%
5 Materials 12.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOG icon
1
Alphabet (Google) Class C
GOOG
$3.84T
$48.8M 15.28%
200,218
-13,104
PRM icon
2
Perimeter Solutions
PRM
$4.15B
$35.2M 11.04%
1,573,973
-497,847
TDG icon
3
TransDigm Group
TDG
$76.6B
$30.8M 9.66%
23,387
-241
META icon
4
Meta Platforms (Facebook)
META
$1.67T
$30.7M 9.63%
41,867
-904
TSLA icon
5
Tesla
TSLA
$1.51T
$30.4M 9.53%
68,422
+9,043
BRK.B icon
6
Berkshire Hathaway Class B
BRK.B
$1.09T
$15.9M 4.99%
31,695
-912
AMZN icon
7
Amazon
AMZN
$2.45T
$13.5M 4.22%
61,372
-1,523
MA icon
8
Mastercard
MA
$487B
$13.3M 4.15%
23,303
-140
AAPL icon
9
Apple
AAPL
$4.15T
$10M 3.14%
39,347
-486
WWD icon
10
Woodward
WWD
$18.1B
$7.4M 2.32%
29,284
-185
MCO icon
11
Moody's
MCO
$87.3B
$6.85M 2.15%
14,369
-567
TJX icon
12
TJX Companies
TJX
$167B
$6.76M 2.12%
46,738
-361
V icon
13
Visa
V
$631B
$5.63M 1.76%
16,490
-191
DE icon
14
Deere & Co
DE
$131B
$4.69M 1.47%
10,260
+21
SCHW icon
15
Charles Schwab
SCHW
$169B
$4.29M 1.34%
44,892
-24
MKL icon
16
Markel Group
MKL
$25.8B
$4.03M 1.26%
2,110
-60
MSFT icon
17
Microsoft
MSFT
$3.57T
$3.9M 1.22%
7,531
-89
SHW icon
18
Sherwin-Williams
SHW
$83.1B
$3.66M 1.15%
10,575
-9
SPY icon
19
SPDR S&P 500 ETF Trust
SPY
$701B
$3.47M 1.09%
5,206
WM icon
20
Waste Management
WM
$86.3B
$3.01M 0.94%
13,646
-59
LPX icon
21
Louisiana-Pacific
LPX
$5.72B
$2.92M 0.91%
32,844
-779
CHTR icon
22
Charter Communications
CHTR
$25.9B
$2.65M 0.83%
9,643
-576
BRK.A icon
23
Berkshire Hathaway Class A
BRK.A
$1.09T
$2.26M 0.71%
3
UNP icon
24
Union Pacific
UNP
$141B
$2M 0.63%
8,453
-28
ADP icon
25
Automatic Data Processing
ADP
$105B
$1.93M 0.61%
6,589
-44
1
2 3