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
$245M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$218K
3
+$202K
4
TDG icon
TransDigm Group
TDG
+$16.2K
5
TJX icon
TJX Companies
TJX
+$8.72K

Top Sells

1
+$2.37M
2
+$581K
3
+$290K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$271K
5
WM icon
Waste Management
WM
+$140K

Sector Composition

1 Communication Services 28.19%
2 Industrials 24.27%
3 Financials 23.65%
4 Technology 7.02%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 0.69%
7,236
-2
27
$1.32M 0.54%
11,180
28
$1.23M 0.5%
16,878
+23
29
$1.21M 0.5%
10,183
30
$1.21M 0.49%
8,338
+3
31
$1.14M 0.46%
5,007
+6
32
$1M 0.41%
6,400
-678
33
$1M 0.41%
22,869
-380
34
$853K 0.35%
3,687
-472
35
$826K 0.34%
4,013
36
$821K 0.34%
5,880
-40
37
$703K 0.29%
1,179
-118
38
$613K 0.25%
2,746
-133
39
$588K 0.24%
1,297
-100
40
$562K 0.23%
1,950
41
$525K 0.21%
1,552
42
$514K 0.21%
3,508
-199
43
$502K 0.21%
2,501
-16
44
$479K 0.2%
2,220
45
$477K 0.19%
20,452
46
$451K 0.18%
7,191
47
$405K 0.17%
2,383
-32
48
$388K 0.16%
4,471
49
$375K 0.15%
600
50
$370K 0.15%
7,667
1
2
3