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
$211M
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$288
3
+$177
4
PFE icon
Pfizer
PFE
+$157

Top Sells

1
+$29M
2
+$26M
3
+$22.4M
4
CHTR icon
Charter Communications
CHTR
+$19.3M
5
TDG icon
TransDigm Group
TDG
+$16.7M

Sector Composition

1 Communication Services 29.49%
2 Industrials 17.64%
3 Financials 17.62%
4 Materials 14.71%
5 Technology 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.7%
17,414
-49
27
$1.29M 0.61%
7,270
+1
28
$1.21M 0.57%
5,983
-23
29
$1.2M 0.57%
10,495
-215
30
$1.08M 0.51%
8,364
-12
31
$954K 0.45%
4,244
32
$950K 0.45%
24,213
33
$730K 0.35%
6,700
34
$644K 0.31%
1,497
35
$597K 0.28%
2,335
36
$572K 0.27%
4,013
37
$533K 0.25%
3,708
38
$504K 0.24%
9,612
+3
39
$497K 0.24%
2,879
40
$475K 0.23%
1,297
41
$474K 0.22%
1,950
42
$453K 0.21%
4,714
+3
43
$436K 0.21%
2,576
44
$407K 0.19%
2,443
45
$379K 0.18%
785
46
$366K 0.17%
1,334
47
$363K 0.17%
4,471
48
$346K 0.16%
3,200
49
$318K 0.15%
7,667
50
$293K 0.14%
2,075
1
2
3