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
$374M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$42.5M
2
+$17M
3
+$13.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.24M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.59M

Top Sells

1
+$19.7M
2
+$13.4M
3
+$11.6M
4
WWD icon
Woodward
WWD
+$7.13M
5
CHTR icon
Charter Communications
CHTR
+$59.2K

Sector Composition

1 Communication Services 45.04%
2 Industrials 20.82%
3 Financials 17.42%
4 Consumer Discretionary 8.56%
5 Technology 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 0.34%
5,728
+97
27
$1.2M 0.32%
7,282
-115
28
$1.14M 0.31%
8,475
-331
29
$1.14M 0.3%
11,616
-180
30
$1.04M 0.28%
19,267
-41
31
$858K 0.23%
4,298
32
$857K 0.23%
5,596
33
$707K 0.19%
6,860
34
$606K 0.16%
2,744
35
$598K 0.16%
1,257
36
$589K 0.16%
1,595
-45
37
$577K 0.15%
4,260
+24
38
$570K 0.15%
3,090
39
$558K 0.15%
2,335
40
$551K 0.15%
3,064
41
$531K 0.14%
3,299
42
$485K 0.13%
1,950
43
$422K 0.11%
1,384
44
$398K 0.11%
2,065
45
$394K 0.11%
22,152
46
$374K 0.1%
4,851
47
$369K 0.1%
4,779
48
$351K 0.09%
9,679
-395
49
$346K 0.09%
2,443
-381
50
$343K 0.09%
7,768
-261
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