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
$182M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$4.4M
2 +$1.99M
3 +$1.74M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.34M
5
MCO icon
Moody's
MCO
+$1.08M

Sector Composition

1 Financials 21.23%
2 Industrials 14.58%
3 Communication Services 11.9%
4 Healthcare 10.97%
5 Consumer Discretionary 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$459K 0.25%
10,427
-434
77
$443K 0.24%
17,058
-2,070
78
$440K 0.24%
3,325
-39
79
$426K 0.23%
3,862
80
$409K 0.22%
4,725
81
$387K 0.21%
4,307
82
$384K 0.21%
17,849
-5,062
83
$381K 0.21%
8,858
+40
84
$376K 0.21%
3,280
85
$334K 0.18%
4,348
86
$329K 0.18%
2,784
87
$321K 0.18%
23,652
-25,376
88
$315K 0.17%
8,157
89
$294K 0.16%
5,551
-761
90
$277K 0.15%
2,562
+45
91
$241K 0.13%
7,486
-1,390
92
$236K 0.13%
2,416
+91
93
$234K 0.13%
4,648
94
$223K 0.12%
1,675
95
$222K 0.12%
2,362
-115
96
$221K 0.12%
+4,748
97
$221K 0.12%
+4,783
98
$212K 0.12%
3,520
-640
99
$212K 0.12%
+3,184
100
$211K 0.12%
+3,374