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
$403M
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$11.9M
3
+$4.44M
4
SPOT icon
Spotify
SPOT
+$3.2M
5
TREX icon
Trex
TREX
+$2.13M

Top Sells

1
+$15.8M
2
+$1.69M
3
+$1.06M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$133K
5
DE icon
Deere & Co
DE
+$78.2K

Sector Composition

1 Financials 36.34%
2 Communication Services 17.74%
3 Consumer Discretionary 16.28%
4 Technology 10.49%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 0.59%
34,443
-24,692
27
$2.29M 0.57%
12,647
+2,663
28
$2.13M 0.53%
+69,090
29
$2.08M 0.52%
7,377
-470
30
$2.01M 0.5%
17,059
-80
31
$1.86M 0.46%
13,301
-39
32
$1.62M 0.4%
9,681
+266
33
$1.54M 0.38%
26,200
-740
34
$1.54M 0.38%
23,029
+105
35
$1.49M 0.37%
18,574
36
$1.29M 0.32%
12,001
37
$1.21M 0.3%
4
38
$1.12M 0.28%
6,438
-84
39
$1.05M 0.26%
10,143
40
$1.04M 0.26%
7,882
41
$955K 0.24%
9,182
-250
42
$947K 0.23%
23,695
-1,400
43
$924K 0.23%
7,033
+58
44
$783K 0.19%
19,429
-1,656
45
$775K 0.19%
2,583
46
$671K 0.17%
6,040
47
$654K 0.16%
18,500
48
$636K 0.16%
7,840
49
$603K 0.15%
3,936
-200
50
$595K 0.15%
3,132
1
2
3