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
$301M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$4.55M
3
+$237K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$208K
5
ETN icon
Eaton
ETN
+$204K

Top Sells

1
+$5.72M
2
+$3M
3
+$1.7M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$691K
5
META icon
Meta Platforms (Facebook)
META
+$445K

Sector Composition

1 Communication Services 24.97%
2 Financials 23.03%
3 Industrials 20.29%
4 Materials 10.41%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 0.69%
3
-1
27
$1.86M 0.62%
6,736
-80
28
$1.57M 0.52%
20,332
-485
29
$1.56M 0.52%
9,865
-510
30
$1.4M 0.46%
8,343
+4
31
$1.26M 0.42%
16,198
-664
32
$1.26M 0.42%
9,353
-830
33
$1.03M 0.34%
4,629
-273
34
$1.03M 0.34%
3,688
35
$968K 0.32%
5,974
-225
36
$949K 0.32%
5,725
37
$863K 0.29%
4,013
38
$841K 0.28%
20,126
-1,991
39
$760K 0.25%
2,746
40
$730K 0.24%
1,552
41
$628K 0.21%
1,950
42
$612K 0.2%
1,047
43
$610K 0.2%
1,179
44
$548K 0.18%
2,482
-19
45
$538K 0.18%
3,108
46
$516K 0.17%
7,191
47
$487K 0.16%
2,095
48
$439K 0.15%
4,471
49
$421K 0.14%
1,040
50
$405K 0.13%
2,383
1
2
3