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
$361M
AUM Growth
+$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$4.22M
3
+$1.42M
4
TRU icon
TransUnion
TRU
+$837K
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$286K

Top Sells

1
+$9.11M
2
+$7.92M
3
+$661K
4
AMZN icon
Amazon
AMZN
+$461K
5
DE icon
Deere & Co
DE
+$428K

Sector Composition

1 Financials 33.29%
2 Consumer Discretionary 25.09%
3 Communication Services 13.66%
4 Technology 10.14%
5 Industrials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.56%
8,884
-13
27
$1.99M 0.55%
14,838
-356
28
$1.71M 0.47%
17,293
29
$1.67M 0.46%
15,723
-347
30
$1.63M 0.45%
13,391
-632
31
$1.52M 0.42%
22,211
-655
32
$1.48M 0.41%
26,140
-720
33
$1.43M 0.4%
12,917
-153
34
$1.3M 0.36%
19,005
-1,121
35
$1.24M 0.34%
8,716
-379
36
$1.17M 0.32%
10,143
37
$1.13M 0.31%
4
38
$1.07M 0.3%
6,522
39
$1.04M 0.29%
6,776
-331
40
$966K 0.27%
8,252
-1,396
41
$938K 0.26%
9,313
-277
42
$802K 0.22%
10,274
-23
43
$795K 0.22%
24,237
+288
44
$787K 0.22%
2,663
-259
45
$775K 0.21%
22,513
-3,055
46
$677K 0.19%
4,136
47
$654K 0.18%
6,240
-266
48
$642K 0.18%
4,725
49
$617K 0.17%
7,840
50
$614K 0.17%
18,839
-1,733
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