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
$326M
AUM Growth
-$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.72M
3
+$1.73M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$326K
5
AMT icon
American Tower
AMT
+$301K

Top Sells

1
+$3.42M
2
+$947K
3
+$838K
4
CL icon
Colgate-Palmolive
CL
+$509K
5
XOM icon
Exxon Mobil
XOM
+$349K

Sector Composition

1 Financials 34.72%
2 Consumer Discretionary 20.67%
3 Communication Services 17.86%
4 Technology 10.44%
5 Industrials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$525K 0.16%
7,840
52
$449K 0.14%
5,721
53
$407K 0.12%
3,685
54
$403K 0.12%
10,859
-1,600
55
$402K 0.12%
7,092
-397
56
$355K 0.11%
3,179
57
$328K 0.1%
1,911
-60
58
$315K 0.1%
4,374
+1
59
$307K 0.09%
8,045
-1,390
60
$284K 0.09%
1,257
61
$283K 0.09%
2,605
-104
62
$273K 0.08%
1,535
63
$248K 0.08%
2,534
-429
64
$239K 0.07%
1,600
65
$233K 0.07%
4,850
66
$206K 0.06%
785
67
$205K 0.06%
9,490
-817
68
$202K 0.06%
1,429
69
– –
-131,050
70
– –
-9,566
71
– –
-2,349
72
– –
-4,110
1 2
3