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
$275M
AUM Growth
+$939K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$303K
2
+$692
3
+$250

Top Sells

1
+$8.89M
2
+$1.15M
3
+$620K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$519K
5
CHTR icon
Charter Communications
CHTR
+$164K

Sector Composition

1 Communication Services 29.97%
2 Financials 23.62%
3 Industrials 20.62%
4 Consumer Discretionary 7.03%
5 Technology 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 0.59%
6,816
-159
27
$1.5M 0.55%
10,375
-805
28
$1.25M 0.46%
8,339
29
$1.21M 0.44%
10,183
30
$1.2M 0.44%
16,862
-101
31
$1.14M 0.41%
20,817
-604
32
$1.04M 0.38%
5,725
-115
33
$998K 0.36%
4,902
-46
34
$921K 0.33%
3,688
+1
35
$906K 0.33%
6,199
-200
36
$866K 0.31%
22,117
-759
37
$791K 0.29%
4,013
38
$726K 0.26%
2,746
39
$655K 0.24%
1,179
40
$634K 0.23%
1,552
41
$609K 0.22%
1,950
42
$513K 0.19%
3,108
43
$507K 0.18%
2,501
44
$489K 0.18%
1,047
-50
45
$467K 0.17%
7,191
46
$415K 0.15%
4,471
47
$407K 0.15%
2,095
-125
48
$396K 0.14%
730
49
$394K 0.14%
600
50
$393K 0.14%
2,383
1
2
3