ECAM
East Coast Asset Management Portfolio holdings
AUM
$301M
1-Year Est. Return
32.49%
1 Year Est. Return
+32.49%
AUM
$301M
AUM Growth
+$19.1M
(+6.7%)
Holding
73
Top Buys
| 1 | +$2.1M | |
| 2 | +$1.25M | |
| 3 | +$220K | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$218K |
| 5 |
Carrier Global
CARR
|
+$215K |
Top Sells
| 1 | +$15.4M | |
| 2 | +$2.76M | |
| 3 | +$638K | |
| 4 |
PepsiCo
PEP
|
+$357K |
| 5 |
Clorox
CLX
|
+$289K |
Sector Composition
| 1 | Communication Services | 25.24% |
| 2 | Industrials | 20.02% |
| 3 | Financials | 19.61% |
| 4 | Consumer Discretionary | 13.01% |
| 5 | Materials | 10.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Alphabet (Google) Class C
GOOG
$3.07T
| $37.8M | 12.55% |
213,322
-15,533
|
|
||
2
TransDigm Group
TDG
$71.3B
| $35.9M | 11.92% |
23,628
-49
|
|
||
3
Meta Platforms (Facebook)
META
$1.8T
| $31.6M | 10.47% |
42,771
+27
|
|
||
4
Perimeter Solutions
PRM
$3.36B
| $28.8M | 9.57% |
2,071,820
-2,090
|
|
||
5
Tesla
TSLA
$1.46T
| $18.9M | 6.26% |
59,379
+6,610
|
|
||
6
Berkshire Hathaway Class B
BRK.B
$1.06T
| $15.8M | 5.26% |
32,607
-82
|
|
||
7
Amazon
AMZN
$2.27T
| $13.8M | 4.58% |
62,895
+5,718
|
|
||
8
Mastercard
MA
$507B
| $13.2M | 4.37% |
23,443
-66
|
|
||
9
Apple
AAPL
$3.74T
| $8.17M | 2.71% |
39,833
-179
|
|
||
10
Moody's
MCO
$84.5B
| $7.49M | 2.49% |
14,936
+14
|
|
||
11
Woodward
WWD
$14.8B
| $7.22M | 2.4% |
29,469
-24
|
|
||
12
Visa
V
$664B
| $5.92M | 1.96% |
16,681
-4
|
|
||
13
TJX Companies
TJX
$160B
| $5.82M | 1.93% |
47,099
-173
|
|
||
14
Brookfield
BN
$99.8B
| $5.28M | 1.75% |
85,336
-248,698
|
|
||
15
Deere & Co
DE
$124B
| $5.21M | 1.73% |
10,239
+18
|
|
||
16
Markel Group
MKL
$23.9B
| $4.33M | 1.44% |
2,170
+6
|
|
||
17
Charter Communications
CHTR
$34.6B
| $4.18M | 1.39% |
10,219
-1,561
|
|
||
18
Charles Schwab
SCHW
$171B
| $4.1M | 1.36% |
44,916
+27
|
|
||
19
Microsoft
MSFT
$3.82T
| $3.79M | 1.26% |
7,620
|
|
||
20
Sherwin-Williams
SHW
$82.5B
| $3.63M | 1.21% |
10,584
+6
|
|
||
21
SPDR S&P 500 ETF Trust
SPY
$660B
| $3.22M | 1.07% |
5,206
-113
|
|
||
22
Waste Management
WM
$86.8B
| $3.14M | 1.04% |
13,705
-28
|
|
||
23
Louisiana-Pacific
LPX
$6.28B
| $2.89M | 0.96% |
33,623
+31
|
|
||
|
24
Berkshire Hathaway Class A
BRK.A
$1.06T
| $2.19M | 0.73% |
3
|
|
||
25
Automatic Data Processing
ADP
$114B
| $2.05M | 0.68% |
6,633
+12
|
|