ECAM

East Coast Asset Management Portfolio holdings

AUM $340M
1-Year Est. Return 41.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$6.91M
3
+$847K
4
ACN icon
Accenture
ACN
+$230K
5
TRU icon
TransUnion
TRU
+$122K

Top Sells

1
+$5.44M
2
+$4.49M
3
+$3.06M
4
WFC icon
Wells Fargo
WFC
+$2.88M
5
AMZN icon
Amazon
AMZN
+$2.21M

Sector Composition

1 Financials 32.95%
2 Consumer Discretionary 23.37%
3 Communication Services 15.19%
4 Technology 9.79%
5 Industrials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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