ECAM
East Coast Asset Management Portfolio holdings
AUM
$301M
This Quarter Return
+5.02%
1 Year Return
+32.49%
3 Year Return
+128.72%
5 Year Return
+189.22%
10 Year Return
+525.1%
AUM
$351M
AUM Growth
+$351M
(-4.4%)
Cap. Flow
-$30.4M
Cap. Flow
% of AUM
-8.65%
Top 10 Holdings %
Top 10 Hldgs %
64.79%
Holding
95
New
2
Increased
5
Reduced
61
Closed
21
Top Buys
| 1 |
JD.com
JD
|
$9.44M |
| 2 |
HEICO Class A
HEI.A
|
$7.26M |
| 3 |
FedEx
FDX
|
$805K |
| 4 |
Accenture
ACN
|
$223K |
| 5 |
TransUnion
TRU
|
$121K |
Top Sells
| 1 |
Charles Schwab
SCHW
|
$5.31M |
| 2 |
Mastercard
MA
|
$4.6M |
| 3 |
Moody's
MCO
|
$3.05M |
| 4 |
Wells Fargo
WFC
|
$2.88M |
| 5 |
Amazon
AMZN
|
$2.24M |
Sector Composition
| 1 | Financials | 32.95% |
| 2 | Consumer Discretionary | 23.37% |
| 3 | Communication Services | 15.19% |
| 4 | Technology | 9.79% |
| 5 | Industrials | 6.18% |
