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

Top Sells

1
+$1.25M
2
+$897K
3
+$727K
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$697K
5
AIG icon
American International
AIG
+$630K

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
101
$210K 0.12%
4,771
+14
102
$208K 0.11%
+6,122
103
– –
-1,200
104
– –
-13,585
105
– –
-3,015
106
– –
-4,259
107
– –
-12,700
108
– –
-10,334
109
– –
-32,234
1 2 3 4
5