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
$331M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$244K
2 +$228K
3 +$99.7K
4
AMZN icon
Amazon
AMZN
+$39.1K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$22.8K

Top Sells

1 +$86.7K
2 +$30K
3 +$22K
4
AAPL icon
Apple
AAPL
+$21.1K
5
PFE icon
Pfizer
PFE
+$19.9K

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