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
$176M
AUM Growth
-$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.05M
3
+$25.6K
4
WM icon
Waste Management
WM
+$24.4K
5
MA icon
Mastercard
MA
+$22.5K

Top Sells

1
+$13.4M
2
+$1.07M
3
+$861K
4
META icon
Meta Platforms (Facebook)
META
+$574K
5
JPM icon
JPMorgan Chase
JPM
+$215K

Sector Composition

1 Communication Services 28.86%
2 Industrials 21.46%
3 Financials 20.19%
4 Consumer Discretionary 7.61%
5 Technology 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.7%
17,497
+83
27
$1.19M 0.68%
7,271
+1
28
$1.18M 0.67%
10,495
29
$1.06M 0.6%
6,028
+45
30
$1.02M 0.58%
8,365
+1
31
$972K 0.55%
4,244
32
$710K 0.4%
24,213
33
$641K 0.37%
6,700
34
$579K 0.33%
4,013
35
$540K 0.31%
1,397
-100
36
$501K 0.29%
2,335
37
$468K 0.27%
2,879
38
$468K 0.27%
3,708
39
$440K 0.25%
1,950
40
$425K 0.24%
2,576
41
$421K 0.24%
9,616
+4
42
$399K 0.23%
2,443
43
$386K 0.22%
4,719
+5
44
$368K 0.21%
1,334
45
$357K 0.2%
1,297
46
$357K 0.2%
785
47
$337K 0.19%
4,471
48
$298K 0.17%
2,193
49
$296K 0.17%
3,200
50
$287K 0.16%
7,667
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2
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