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
$367M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$6.42M
2 +$4.67M
3 +$4.38M
4
JD icon
JD.com
JD
+$4.08M
5
PYPL icon
PayPal
PYPL
+$346K

Top Sells

1 +$15.1M
2 +$8.49M
3 +$5.24M
4
LBTYK icon
Liberty Global Class C
LBTYK
+$5.1M
5
MA icon
Mastercard
MA
+$1.73M

Sector Composition

1 Financials 34.66%
2 Consumer Discretionary 17.84%
3 Communication Services 16.87%
4 Technology 9.7%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-16,228
102
-2,452
103
-1,675
104
-17,762