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
$182M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$1.99M
3
+$1.74M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.34M
5
MCO icon
Moody's
MCO
+$1.08M

Top Sells

1
+$1.25M
2
+$897K
3
+$727K
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$697K
5
AIG icon
American International
AIG
+$630K

Sector Composition

1 Financials 21.23%
2 Industrials 14.58%
3 Communication Services 11.9%
4 Healthcare 10.97%
5 Consumer Discretionary 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.55M 1.4%
30,070
+1,590
27
$2.54M 1.39%
24,720
-206
28
$2.26M 1.24%
72,863
+1,245
29
$2.22M 1.22%
72,387
-256
30
$2.2M 1.21%
56,485
-7,082
31
$2.19M 1.2%
31,780
32
$2.18M 1.19%
11
-1
33
$2.17M 1.19%
237,756
+9,087
34
$2.06M 1.13%
42,623
-1,438
35
$2.04M 1.12%
26,222
-11,541
36
$1.81M 0.99%
49,235
-601
37
$1.76M 0.97%
42,948
+5,702
38
$1.75M 0.96%
22,383
+5,408
39
$1.74M 0.96%
+44,820
40
$1.57M 0.86%
12,583
+1,867
41
$1.46M 0.8%
92,292
+8,843
42
$1.45M 0.8%
36,182
-71
43
$1.38M 0.76%
41,284
+2,161
44
$1.38M 0.76%
29,704
+16
45
$1.37M 0.75%
12,872
+2,521
46
$1.33M 0.73%
17,034
-499
47
$1.27M 0.7%
16,806
+100
48
$1.22M 0.67%
22,996
-19
49
$1.22M 0.67%
21,907
-80
50
$1.21M 0.67%
13,313
+9
1
2
3 4 5