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
$326M
AUM Growth
-$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.72M
3
+$1.73M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$326K
5
AMT icon
American Tower
AMT
+$301K

Top Sells

1
+$3.42M
2
+$947K
3
+$838K
4
CL icon
Colgate-Palmolive
CL
+$509K
5
XOM icon
Exxon Mobil
XOM
+$349K

Sector Composition

1 Financials 34.72%
2 Consumer Discretionary 20.67%
3 Communication Services 17.86%
4 Technology 10.44%
5 Industrials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 0.6%
7,847
27
$1.74M 0.53%
17,139
-199
28
$1.72M 0.53%
13,340
-52
29
$1.61M 0.49%
9,984
+1,113
30
$1.44M 0.44%
22,924
+75
31
$1.41M 0.43%
26,940
-60
32
$1.3M 0.4%
9,415
-69
33
$1.22M 0.38%
4
34
$1.21M 0.37%
18,574
-236
35
$1.14M 0.35%
12,001
-801
36
$1.04M 0.32%
6,522
37
$976K 0.3%
10,143
38
$873K 0.27%
21,085
-822
39
$867K 0.27%
9,432
-500
40
$854K 0.26%
25,095
41
$846K 0.26%
7,882
-14
42
$757K 0.23%
6,975
+41
43
$676K 0.21%
2,583
-82
44
$662K 0.2%
6,040
-200
45
$620K 0.19%
4,725
46
$610K 0.19%
3,132
47
$583K 0.18%
18,500
48
$554K 0.17%
3,597
-350
49
$554K 0.17%
4,136
50
$548K 0.17%
5,610
1
2
3