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
$289M
AUM Growth
-$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1 +$415

Top Sells

1 +$17.2M
2 +$14.6M
3 +$13.2M
4
TDG icon
TransDigm Group
TDG
+$11.7M
5
WWD icon
Woodward
WWD
+$10.2M

Sector Composition

1 Financials 31.3%
2 Communication Services 30.48%
3 Industrials 18.25%
4 Consumer Discretionary 10.75%
5 Technology 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$271K 0.09%
22,152
-11,250
52
$266K 0.09%
1,351
53
$240K 0.08%
2,061
54
$227K 0.08%
2,433
-310
55
$223K 0.08%
5,167
-2,408
56
$217K 0.08%
960
-469
57
$211K 0.07%
785
58
-5,721
59
-5,316
60
-1,574
61
-1,600
62
-4,005