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
$430M
AUM Growth
+$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$429K
3
+$390K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$298K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$242K

Top Sells

1
+$213K
2
+$98.1K
3
+$36.3K
4
DIS icon
Walt Disney
DIS
+$35.2K
5
PAYX icon
Paychex
PAYX
+$31.9K

Sector Composition

1 Communication Services 47.91%
2 Industrials 19.38%
3 Financials 16.68%
4 Consumer Discretionary 8.2%
5 Technology 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.31%
17,384
+206
27
$1.22M 0.28%
11,319
-297
28
$1.21M 0.28%
7,358
+76
29
$1.19M 0.28%
8,477
+2
30
$1.11M 0.26%
19,477
+210
31
$1.02M 0.24%
4,298
32
$904K 0.21%
5,596
33
$838K 0.2%
6,860
34
$760K 0.18%
1,297
+40
35
$631K 0.15%
2,335
36
$629K 0.15%
2,744
37
$597K 0.14%
4,425
+165
38
$576K 0.13%
1,522
-73
39
$565K 0.13%
2,879
-185
40
$548K 0.13%
3,299
41
$508K 0.12%
2,890
-200
42
$508K 0.12%
2,100
+730
43
$485K 0.11%
1,988
+38
44
$475K 0.11%
1,489
+105
45
$437K 0.1%
22,152
46
$408K 0.09%
4,783
+4
47
$403K 0.09%
4,851
48
$397K 0.09%
10,143
+464
49
$394K 0.09%
1,351
50
$378K 0.09%
7,768
1
2
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