ECAM
East Coast Asset Management Portfolio holdings
AUM
$301M
This Quarter Return
+17.59%
1 Year Return
+32.49%
3 Year Return
+128.72%
5 Year Return
+189.22%
10 Year Return
+525.1%
AUM
$403M
AUM Growth
+$403M
(+24%)
Cap. Flow
+$24.1M
Cap. Flow
% of AUM
5.97%
Top 10 Holdings %
Top 10 Hldgs %
65.69%
Holding
72
New
4
Increased
27
Reduced
18
Closed
1
Top Buys
| 1 |
Brookfield
BN
|
$16.7M |
| 2 |
Sherwin-Williams
SHW
|
$11.9M |
| 3 |
Stellantis
STLA
|
$4.44M |
| 4 |
Spotify
SPOT
|
$3.2M |
| 5 |
Trex
TREX
|
$2.13M |
Top Sells
| 1 |
Booking.com
BKNG
|
$15.8M |
| 2 |
Colgate-Palmolive
CL
|
$1.69M |
| 3 |
Charter Communications
CHTR
|
$1.06M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$133K |
| 5 |
Deere & Co
DE
|
$78.2K |
Sector Composition
| 1 | Financials | 36.34% |
| 2 | Communication Services | 17.74% |
| 3 | Consumer Discretionary | 16.28% |
| 4 | Technology | 10.49% |
| 5 | Industrials | 8.06% |
