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
$331M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$244K
2
+$228K
3
+$99.7K
4
AMZN icon
Amazon
AMZN
+$39.1K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$22.8K

Top Sells

1
+$86.7K
2
+$30K
3
+$22K
4
AAPL icon
Apple
AAPL
+$21.1K
5
PFE icon
Pfizer
PFE
+$19.9K

Sector Composition

1 Financials 29.93%
2 Communication Services 29.56%
3 Industrials 21.53%
4 Consumer Discretionary 10.04%
5 Technology 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.33%
11,796
27
$1.05M 0.32%
8,806
-61
28
$1.01M 0.31%
19,308
-19
29
$985K 0.3%
5,631
+34
30
$857K 0.26%
5,596
31
$846K 0.26%
4,298
-112
32
$629K 0.19%
1,257
33
$601K 0.18%
6,860
34
$589K 0.18%
4,236
35
$582K 0.18%
1,640
36
$560K 0.17%
3,090
37
$538K 0.16%
2,744
38
$526K 0.16%
3,064
39
$524K 0.16%
2,335
40
$490K 0.15%
3,096
+630
41
$482K 0.15%
3,299
42
$448K 0.14%
1,950
43
$419K 0.13%
2,824
-202
44
$417K 0.13%
2,065
45
$401K 0.12%
22,152
46
$371K 0.11%
4,851
47
$371K 0.11%
10,074
-540
48
$368K 0.11%
1,384
49
$359K 0.11%
8,029
50
$356K 0.11%
1,552
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