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
$182M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$4.4M
2 +$1.99M
3 +$1.74M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.34M
5
MCO icon
Moody's
MCO
+$1.08M

Sector Composition

1 Financials 21.23%
2 Industrials 14.58%
3 Communication Services 11.9%
4 Healthcare 10.97%
5 Consumer Discretionary 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.18M 0.65%
35,982
-5,594
52
$1.16M 0.63%
14,584
53
$1.14M 0.63%
5,256
54
$1.12M 0.61%
11,510
+350
55
$1.1M 0.6%
8,737
-36
56
$1.01M 0.55%
47,421
-1,276
57
$946K 0.52%
6,336
+131
58
$919K 0.5%
8,743
+63
59
$892K 0.49%
17,390
+10
60
$872K 0.48%
9,829
+1,726
61
$792K 0.43%
13,093
62
$752K 0.41%
12,140
-10,175
63
$748K 0.41%
16,541
+5,106
64
$733K 0.4%
5,777
65
$668K 0.37%
4,483
+515
66
$662K 0.36%
11,281
-296
67
$659K 0.36%
40,548
+12
68
$646K 0.35%
12,021
69
$583K 0.32%
5,181
70
$581K 0.32%
9,671
+622
71
$573K 0.31%
7,204
-2
72
$552K 0.3%
3,400
-10
73
$546K 0.3%
8,274
-35
74
$544K 0.3%
5,442
75
$529K 0.29%
10,852
-820