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
$382M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$3.69M
2 +$511K
3 +$328K
4
VZ icon
Verizon
VZ
+$258K
5
TJX icon
TJX Companies
TJX
+$248K

Top Sells

1 +$1.26M
2 +$1.18M
3 +$1.02M
4
LBTYK icon
Liberty Global Class C
LBTYK
+$557K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$488K

Sector Composition

1 Financials 30.35%
2 Communication Services 17.73%
3 Consumer Discretionary 15.07%
4 Technology 9.16%
5 Industrials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,672
102
-4,205
103
-3,784