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
$347M
AUM Growth
+$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$27.7M
3
+$16.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.02M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$502K

Top Sells

1
+$23.2M
2
+$15.1M
3
+$633K
4
CHTR icon
Charter Communications
CHTR
+$447K
5
AMGN icon
Amgen
AMGN
+$80.9K

Sector Composition

1 Communication Services 31.43%
2 Financials 28.78%
3 Industrials 20.7%
4 Consumer Discretionary 9.39%
5 Technology 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.31%
8,446
27
$1.05M 0.3%
13,893
28
$865K 0.25%
6,064
+79
29
$858K 0.25%
8,964
+3
30
$815K 0.23%
6,816
31
$813K 0.23%
3,145
-150
32
$812K 0.23%
20,827
33
$778K 0.22%
2,132
34
$771K 0.22%
4,005
35
$725K 0.21%
3,305
-52
36
$691K 0.2%
4,410
37
$665K 0.19%
5,965
38
$642K 0.19%
4,925
39
$591K 0.17%
8,340
40
$552K 0.16%
17,782
+5
41
$547K 0.16%
1,257
42
$502K 0.14%
+4,046
43
$500K 0.14%
5,316
44
$476K 0.14%
5,721
45
$460K 0.13%
1,950
-343
46
$436K 0.13%
3,064
47
$408K 0.12%
10,484
48
$400K 0.12%
3,023
+4
49
$393K 0.11%
2,744
50
$347K 0.1%
1,384
1
2
3