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
$385M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$2.63M
3
+$536K
4
TRU icon
TransUnion
TRU
+$448K
5
HEI.A icon
HEICO Corp Class A
HEI.A
+$323K

Top Sells

1
+$10.6M
2
+$8.06M
3
+$1.67M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.32M
5
CHTR icon
Charter Communications
CHTR
+$427K

Sector Composition

1 Financials 33.5%
2 Consumer Discretionary 22.79%
3 Communication Services 17.34%
4 Technology 11.18%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 0.59%
7,847
27
$2.26M 0.59%
15,582
+162
28
$2.14M 0.55%
8,871
-13
29
$1.98M 0.51%
17,338
+45
30
$1.85M 0.48%
13,392
+1
31
$1.67M 0.43%
22,849
+638
32
$1.63M 0.42%
27,000
+860
33
$1.54M 0.4%
9,484
+768
34
$1.45M 0.38%
12,802
-115
35
$1.39M 0.36%
18,810
-195
36
$1.34M 0.35%
10,143
37
$1.28M 0.33%
4
38
$1.15M 0.3%
6,522
39
$1.03M 0.27%
6,934
+158
40
$931K 0.24%
7,896
-356
41
$922K 0.24%
2,665
+2
42
$916K 0.24%
21,907
-606
43
$889K 0.23%
25,095
+858
44
$838K 0.22%
9,566
+253
45
$827K 0.21%
9,932
-342
46
$730K 0.19%
6,240
47
$717K 0.19%
4,725
48
$697K 0.18%
4,136
49
$690K 0.18%
7,840
50
$649K 0.17%
3,132
1
2
3