ECAM
East Coast Asset Management Portfolio holdings
AUM
$301M
1-Year Return
32.49%
This Quarter Return
+3.05%
1 Year Return
+32.49%
3 Year Return
+128.72%
5 Year Return
+189.22%
10 Year Return
+525.1%
AUM
$333M
AUM Growth
+$140M
(+73%)
Cap. Flow
+$136M
Cap. Flow
% of AUM
40.7%
Top 10 Holdings %
Top 10 Hldgs %
53.05%
Holding
101
New
4
Increased
32
Reduced
33
Closed
6
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$14.2M |
| 2 |
Mastercard
MA
|
$13.3M |
| 3 |
Danaher
DHR
|
$12.7M |
| 4 |
Colgate-Palmolive
CL
|
$12M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$11.9M |
Top Sells
| 1 |
ESRX
Express Scripts Holding Company
ESRX
|
$1.43M |
| 2 |
BBBY
Bed Bath & Beyond Inc
BBBY
|
$1.07M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$977K |
| 4 |
Columbia Emerging Markets Consumer ETF
ECON
|
$943K |
| 5 |
SRCL
Stericycle Inc
SRCL
|
$757K |
Sector Composition
| 1 | Financials | 27.22% |
| 2 | Communication Services | 17.42% |
| 3 | Industrials | 12.67% |
| 4 | Technology | 8.7% |
| 5 | Consumer Staples | 7.53% |