ECAM

East Coast Asset Management Portfolio holdings

AUM $340M
1-Year Est. Return 41.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.14%
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
+$3.82M
2
+$493K
3
+$312K
4
VZ icon
Verizon
VZ
+$245K
5
DHR icon
Danaher
DHR
+$240K

Top Sells

1
+$1.2M
2
+$1.11M
3
+$1M
4
LBTYK icon
Liberty Global Class C
LBTYK
+$550K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$479K

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
1 2 3 4
5