ECAM
East Coast Asset Management Portfolio holdings
AUM
$301M
This Quarter Return
+6.01%
1 Year Return
+32.49%
3 Year Return
+128.72%
5 Year Return
+189.22%
10 Year Return
+525.1%
AUM
$193M
AUM Growth
+$193M
(+5.2%)
Cap. Flow
-$139K
Cap. Flow
% of AUM
-0.07%
Top 10 Holdings %
Top 10 Hldgs %
38.67%
Holding
100
New
1
Increased
42
Reduced
31
Closed
3
Top Buys
| 1 |
Apple
AAPL
|
$1.74M |
| 2 |
Invesco Preferred ETF
PGX
|
$693K |
| 3 |
Boeing
BA
|
$318K |
| 4 |
SRCL
Stericycle Inc
SRCL
|
$299K |
| 5 |
PDCO
Patterson Companies, Inc.
PDCO
|
$222K |
Top Sells
| 1 |
Enovis
ENOV
|
$1.26M |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
$546K |
| 3 |
Fortinet
FTNT
|
$419K |
| 4 |
BBBY
Bed Bath & Beyond Inc
BBBY
|
$346K |
| 5 |
Liberty Global Class A
LBTYA
|
$300K |
Sector Composition
| 1 | Financials | 22.68% |
| 2 | Industrials | 14.21% |
| 3 | Communication Services | 13.91% |
| 4 | Consumer Discretionary | 8.48% |
| 5 | Technology | 7.97% |
