ECAM

East Coast Asset Management Portfolio holdings

AUM $340M
1-Year Est. Return 41.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$331M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$215K
2
+$211K
3
+$95.9K
4
AMZN icon
Amazon
AMZN
+$38.3K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$21.9K

Top Sells

1
+$83.4K
2
+$28.7K
3
+$22.5K
4
PFE icon
Pfizer
PFE
+$19.8K
5
AAPL icon
Apple
AAPL
+$19.1K

Sector Composition

1 Financials 29.93%
2 Communication Services 29.56%
3 Industrials 21.53%
4 Consumer Discretionary 10.04%
5 Technology 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$342K 0.1%
4,779
52
$316K 0.1%
1,351
53
$259K 0.08%
5,167
54
$252K 0.08%
785
55
$251K 0.08%
960
56
$245K 0.07%
2,040
-21
57
$244K 0.07%
+1,924
58
$234K 0.07%
2,433
59
$228K 0.07%
+600
1 2
3