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
$183M
AUM Growth
-$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$1.85M
2 +$1.08M
3 +$1.01M
4
TJX icon
TJX Companies
TJX
+$894K
5
SCHW icon
Charles Schwab
SCHW
+$889K

Top Sells

1 +$2.03M
2 +$1.74M
3 +$1.34M
4
WM icon
Waste Management
WM
+$876K
5
BDX icon
Becton Dickinson
BDX
+$851K

Sector Composition

1 Financials 21.89%
2 Industrials 14.18%
3 Communication Services 13.01%
4 Healthcare 8.79%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-98,362
102
-4,627
103
-43,136
104
-17,267
105
-2,453