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
$374M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$42.5M
2
+$17M
3
+$13.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.24M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.59M

Top Sells

1
+$19.7M
2
+$13.4M
3
+$11.6M
4
WWD icon
Woodward
WWD
+$7.13M
5
CHTR icon
Charter Communications
CHTR
+$59.2K

Sector Composition

1 Communication Services 45.04%
2 Industrials 20.82%
3 Financials 17.42%
4 Consumer Discretionary 8.56%
5 Technology 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$328K 0.09%
1,351
52
$325K 0.09%
1,552
53
$314K 0.08%
+1,370
54
$293K 0.08%
1,924
55
$282K 0.08%
785
56
$269K 0.07%
5,167
57
$265K 0.07%
960
58
$262K 0.07%
2,055
+15
59
$230K 0.06%
600
60
$218K 0.06%
2,193
-240
61
$213K 0.06%
+1,958
62
$204K 0.05%
+1,442
1 2
3