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
$183M
AUM Growth
-$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.08M
3
+$1.01M
4
TJX icon
TJX Companies
TJX
+$894K
5
SCHW icon
Charles Schwab
SCHW
+$889K

Top Sells

1
+$2.03M
2
+$1.74M
3
+$1.34M
4
WM icon
Waste Management
WM
+$876K
5
BDX icon
Becton Dickinson
BDX
+$851K

Sector Composition

1 Financials 21.89%
2 Industrials 14.18%
3 Communication Services 13.01%
4 Healthcare 8.79%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 1.3%
11
27
$2.27M 1.24%
24,760
-4,358
28
$2.1M 1.15%
62,737
-8,552
29
$2.03M 1.11%
22,192
-6,480
30
$1.99M 1.09%
67,139
-5,184
31
$1.96M 1.07%
43,016
+297
32
$1.78M 0.97%
35,044
-9,653
33
$1.62M 0.88%
55,689
-13,064
34
$1.51M 0.82%
42,624
-3,359
35
$1.46M 0.8%
41,440
-2,280
36
$1.44M 0.79%
17,320
-365
37
$1.43M 0.78%
234,710
+10,506
38
$1.42M 0.77%
32,782
-13,926
39
$1.4M 0.76%
12,310
+400
40
$1.35M 0.74%
10,289
-2,938
41
$1.35M 0.74%
15,530
-9,606
42
$1.34M 0.73%
22,546
-45
43
$1.34M 0.73%
26,674
-3,140
44
$1.28M 0.7%
15,682
-143
45
$1.24M 0.68%
8,498
46
$1.2M 0.66%
4,850
-102
47
$1.2M 0.66%
14,214
-370
48
$1.15M 0.63%
10,240
-3,225
49
$1.14M 0.62%
22,283
+375
50
$1.08M 0.59%
30,635
-1,077
1
2
3 4 5