ECAM
East Coast Asset Management Portfolio holdings
AUM
$340M
1-Year Est. Return
41.14%
This Fund
S&P 500
1 Year Est. Return
+41.14%
AUM
$340M
AUM Growth
+$20.9M
(+6.5%)
Holding
72
Top Buys
| 1 | +$11.2M | |
| 2 | +$5.84M | |
| 3 | +$454K | |
| 4 |
Microsoft
MSFT
|
+$390K |
| 5 |
AKRE
Akre Focus ETF
AKRE
|
+$317K |
Top Sells
| 1 | +$13.4M | |
| 2 | +$5.24M | |
| 3 | +$2.65M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$1.17M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$549K |
Sector Composition
| 1 | Communication Services | 27.43% |
| 2 | Consumer Discretionary | 17.13% |
| 3 | Industrials | 16.36% |
| 4 | Financials | 15.78% |
| 5 | Materials | 12.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Alphabet (Google) Class C
GOOG
$3.61T
| $61.5M | 18.1% |
196,119
-4,099
|
|
||
2
Perimeter Solutions
PRM
$3.52B
| $37.6M | 11.06% |
1,366,380
-207,593
|
|
||
3
Tesla
TSLA
$1.49T
| $36.7M | 10.79% |
81,595
+13,173
|
|
||
4
TransDigm Group
TDG
$73.1B
| $31M | 9.13% |
23,341
-46
|
|
||
|
5
Berkshire Hathaway Class B
BRK.B
$1.08T
| $15.4M | 4.52% |
30,591
-1,104
|
|
||
6
EchoStar
SATS
$30.6B
| $14.9M | 4.39% |
+137,244
|
|
||
7
Meta Platforms (Facebook)
META
$1.63T
| $14.4M | 4.24% |
21,842
-20,025
|
|
||
8
Amazon
AMZN
$2.29T
| $13.9M | 4.1% |
60,410
-962
|
|
||
9
Mastercard
MA
$466B
| $13.3M | 3.9% |
23,242
-61
|
|
||
10
Apple
AAPL
$3.78T
| $10.8M | 3.17% |
39,610
+263
|
|
||
11
Woodward
WWD
$22.3B
| $8.78M | 2.58% |
29,040
-244
|
|
||
12
Moody's
MCO
$83.7B
| $7.27M | 2.14% |
14,235
-134
|
|
||
13
TJX Companies
TJX
$177B
| $7.01M | 2.06% |
45,657
-1,081
|
|
||
14
Visa
V
$610B
| $5.69M | 1.67% |
16,232
-258
|
|
||
15
Deere & Co
DE
$160B
| $4.77M | 1.4% |
10,242
-18
|
|
||
16
Markel Group
MKL
$24.9B
| $4.51M | 1.33% |
2,096
-14
|
|
||
17
Charles Schwab
SCHW
$169B
| $4.49M | 1.32% |
44,986
+94
|
|
||
|
18
Microsoft
MSFT
$3.04T
| $4.02M | 1.18% |
8,310
+779
|
|
||
19
State Street SPDR S&P 500 ETF Trust
SPY
$681B
| $3.44M | 1.01% |
5,041
-165
|
|
||
20
Sherwin-Williams
SHW
$81.7B
| $3.39M | 1% |
10,468
-107
|
|
||
21
Waste Management
WM
$99.2B
| $2.95M | 0.87% |
13,424
-222
|
|
||
22
Louisiana-Pacific
LPX
$5.43B
| $2.6M | 0.77% |
32,208
-636
|
|
||
|
23
Berkshire Hathaway Class A
BRK.A
$1.08T
| $2.26M | 0.67% |
3
|
|
||
24
Union Pacific
UNP
$151B
| $1.92M | 0.57% |
8,320
-133
|
|
||
25
Crane Co
CR
$11B
| $1.84M | 0.54% |
9,957
|
|