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
$347M
AUM Growth
+$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$27.7M
3
+$16.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.02M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$502K

Top Sells

1
+$23.2M
2
+$15.1M
3
+$633K
4
CHTR icon
Charter Communications
CHTR
+$447K
5
AMGN icon
Amgen
AMGN
+$80.9K

Sector Composition

1 Communication Services 31.43%
2 Financials 28.78%
3 Industrials 20.7%
4 Consumer Discretionary 9.39%
5 Technology 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$347K 0.1%
5,629
-940
52
$342K 0.1%
33,402
-423
53
$334K 0.1%
4,851
54
$317K 0.09%
1,852
55
$307K 0.09%
1,429
56
$300K 0.09%
7,575
57
$290K 0.08%
1,574
58
$281K 0.08%
1,600
59
$238K 0.07%
2,061
60
$235K 0.07%
+1,351
61
$225K 0.06%
2,743
62
$206K 0.06%
+785
63
– –
-4,687
1 2
3