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
$245M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$218K
3
+$202K
4
TDG icon
TransDigm Group
TDG
+$16.2K
5
TJX icon
TJX Companies
TJX
+$8.72K

Top Sells

1
+$2.37M
2
+$581K
3
+$290K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$271K
5
WM icon
Waste Management
WM
+$140K

Sector Composition

1 Communication Services 28.19%
2 Industrials 24.27%
3 Financials 23.65%
4 Technology 7.02%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$360K 0.15%
1,040
-20
52
$344K 0.14%
730
53
$332K 0.14%
3,941
+5
54
$331K 0.14%
2,008
55
$289K 0.12%
1,769
+4
56
$288K 0.12%
3,145
57
$282K 0.12%
1,656
58
$282K 0.12%
1,975
59
$272K 0.11%
9,453
+107
60
$270K 0.11%
1,442
61
$259K 0.11%
737
62
$229K 0.09%
2,538
-100
63
$218K 0.09%
+500
64
$202K 0.08%
+380
1 2
3