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
$358M
AUM Growth
+$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$237K
2
+$111K
3
+$88.8K
4
MCO icon
Moody's
MCO
+$85.7K
5
BN icon
Brookfield
BN
+$81.2K

Top Sells

1
+$14.1M
2
+$8.38M
3
+$5.24M
4
FDX icon
FedEx
FDX
+$286K
5
STLA icon
Stellantis
STLA
+$268K

Sector Composition

1 Financials 45.06%
2 Communication Services 18.66%
3 Consumer Discretionary 12.04%
4 Industrials 7.7%
5 Materials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.44%
10,764
-115
27
$1.39M 0.39%
11,655
+3
28
$1.36M 0.38%
4
29
$1.25M 0.35%
10,143
30
$1.07M 0.3%
7,882
31
$1.03M 0.29%
7,079
+40
32
$1.03M 0.29%
8,216
-860
33
$1.02M 0.29%
2,625
34
$977K 0.27%
21,726
35
$954K 0.27%
6,468
36
$863K 0.24%
5,965
37
$757K 0.21%
3,295
38
$742K 0.21%
18,270
39
$741K 0.21%
5,316
40
$739K 0.21%
7,840
41
$728K 0.2%
19,590
+5
42
$669K 0.19%
4,918
-38,495
43
$637K 0.18%
3,846
-347
44
$608K 0.17%
2,523
-329
45
$559K 0.16%
8,340
46
$546K 0.15%
3,557
47
$497K 0.14%
33,825
-18,245
48
$478K 0.13%
10,859
-1,312
49
$462K 0.13%
3,383
-20
50
$461K 0.13%
5,721
1
2
3