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
$357M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$28.9K
2
+$23.2K
3
+$22.7K
4
BDX icon
Becton Dickinson
BDX
+$20.2K
5
SBUX icon
Starbucks
SBUX
+$19.6K

Top Sells

1
+$4.07M
2
+$4M
3
+$3.49M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.47M
5
MCO icon
Moody's
MCO
+$2.45M

Sector Composition

1 Financials 40.98%
2 Communication Services 20.41%
3 Consumer Discretionary 11.44%
4 Industrials 8.05%
5 Technology 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.46%
10,254
+83
27
$1.58M 0.44%
9,774
+143
28
$1.54M 0.43%
18,559
-15
29
$1.41M 0.39%
10,879
+1
30
$1.32M 0.37%
11,652
-30
31
$1.26M 0.35%
10,143
32
$1.25M 0.35%
4
33
$1.13M 0.32%
9,076
34
$1.05M 0.3%
7,882
35
$1.02M 0.29%
2,625
-5
36
$1.02M 0.28%
7,039
+29
37
$979K 0.27%
21,726
38
$889K 0.25%
6,468
39
$777K 0.22%
5,965
40
$729K 0.2%
3,295
41
$689K 0.19%
18,270
-230
42
$674K 0.19%
7,840
43
$674K 0.19%
52,070
44
$668K 0.19%
19,585
+35
45
$635K 0.18%
4,193
-90
46
$626K 0.18%
5,316
47
$552K 0.15%
2,852
48
$540K 0.15%
3,557
49
$509K 0.14%
8,340
50
$500K 0.14%
12,171
1
2
3