ECAM

East Coast Asset Management Portfolio holdings

AUM $319M
1-Year Est. Return 34.35%
This Quarter Est. Return
1 Year Est. Return
+34.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$234K
3
+$207K
4
CR icon
Crane Co
CR
+$36.8K
5
DE icon
Deere & Co
DE
+$9.6K

Top Sells

1
+$11.1M
2
+$5.28M
3
+$3.19M
4
META icon
Meta Platforms (Facebook)
META
+$664K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$459K

Sector Composition

1 Communication Services 26.52%
2 Industrials 17.14%
3 Financials 16.6%
4 Consumer Discretionary 16.12%
5 Materials 12.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADBE icon
51
Adobe
ADBE
$138B
$371K 0.12%
1,053
RACE icon
52
Ferrari
RACE
$69.7B
$361K 0.11%
745
RSG icon
53
Republic Services
RSG
$66.6B
$359K 0.11%
1,563
BSX icon
54
Boston Scientific
BSX
$145B
$323K 0.1%
3,304
LBRDK icon
55
Liberty Broadband Class C
LBRDK
$6.65B
$309K 0.1%
4,867
-870
VOO icon
56
Vanguard S&P 500 ETF
VOO
$803B
$306K 0.1%
500
VUG icon
57
Vanguard Growth ETF
VUG
$202B
$284K 0.09%
593
WMT icon
58
Walmart
WMT
$916B
$281K 0.09%
2,731
-607
DIS icon
59
Walt Disney
DIS
$188B
$279K 0.09%
2,438
JPM icon
60
JPMorgan Chase
JPM
$861B
$266K 0.08%
843
-257
AMT icon
61
American Tower
AMT
$83.7B
$241K 0.08%
1,253
IWF icon
62
iShares Russell 1000 Growth ETF
IWF
$126B
$241K 0.08%
514
ELV icon
63
Elevance Health
ELV
$74.1B
$236K 0.07%
730
VWO icon
64
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$235K 0.07%
4,337
FBTC icon
65
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.2B
$234K 0.07%
+2,345
ETN icon
66
Eaton
ETN
$132B
$231K 0.07%
617
COST icon
67
Costco
COST
$396B
$224K 0.07%
242
PFE icon
68
Pfizer
PFE
$146B
$207K 0.07%
+8,141
ACN icon
69
Accenture
ACN
$167B
– –
-737
BN icon
70
Brookfield
BN
$105B
– –
-128,004
CARR icon
71
Carrier Global
CARR
$45.9B
– –
-2,940
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