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
$189M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$903K
2
+$835K
3
+$824K
4
LBTYK icon
Liberty Global Class C
LBTYK
+$794K
5
CHTR icon
Charter Communications
CHTR
+$695K

Top Sells

1
+$1.44M
2
+$752K
3
+$694K
4
WPP icon
WPP
WPP
+$376K
5
PID icon
Invesco International Dividend Achievers ETF
PID
+$321K

Sector Composition

1 Financials 21.03%
2 Industrials 14.38%
3 Communication Services 12.72%
4 Healthcare 10.37%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 1.32%
22,952
-1,768
27
$2.35M 1.24%
11
28
$2.32M 1.23%
46,708
+4,085
29
$2.31M 1.22%
68,753
-1,163
30
$2.15M 1.14%
72,323
-540
31
$2.1M 1.11%
42,719
+6,537
32
$2.09M 1.11%
44,697
+1,749
33
$2.03M 1.08%
31,780
34
$2M 1.06%
71,289
-1,098
35
$2M 1.06%
25,136
+2,753
36
$1.79M 0.95%
224,204
-13,552
37
$1.74M 0.92%
98,362
+6,070
38
$1.67M 0.88%
43,720
-1,100
39
$1.65M 0.87%
45,983
-3,252
40
$1.65M 0.87%
13,227
+644
41
$1.45M 0.77%
29,814
+110
42
$1.44M 0.76%
17,685
-8,537
43
$1.39M 0.73%
16,587
-447
44
$1.35M 0.72%
13,465
+593
45
$1.34M 0.71%
43,136
+1,852
46
$1.32M 0.7%
15,825
-981
47
$1.22M 0.65%
22,591
-405
48
$1.22M 0.65%
11,910
+400
49
$1.21M 0.64%
21,908
+1
50
$1.2M 0.64%
14,584
1
2
3 4 5