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
$275M
AUM Growth
+$939K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$303K
2
+$692
3
+$250

Top Sells

1
+$8.89M
2
+$1.15M
3
+$620K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$519K
5
CHTR icon
Charter Communications
CHTR
+$164K

Sector Composition

1 Communication Services 29.97%
2 Financials 23.62%
3 Industrials 20.62%
4 Consumer Discretionary 7.03%
5 Technology 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$376K 0.14%
18,952
52
$368K 0.13%
7,626
53
$358K 0.13%
1,040
54
$336K 0.12%
1,728
55
$334K 0.12%
1,442
56
$317K 0.12%
3,155
-27
57
$307K 0.11%
1,777
+4
58
$303K 0.11%
+1,532
59
$270K 0.1%
1,975
60
$264K 0.1%
2,585
-560
61
$254K 0.09%
3,304
62
$252K 0.09%
2,538
63
$250K 0.09%
500
64
$245K 0.09%
8,741
-132
65
$244K 0.09%
3,608
-36
66
$234K 0.09%
1,156
-500
67
$232K 0.08%
621
68
$224K 0.08%
737
69
$210K 0.08%
380
70
$206K 0.07%
242
-58
1 2
3