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

Top Buys

1
+$6.22M
2
+$4.57M
3
+$4.39M
4
JD icon
JD.com
JD
+$3.87M
5
PYPL icon
PayPal
PYPL
+$340K

Top Sells

1
+$13.5M
2
+$8.06M
3
+$5.07M
4
LBTYK icon
Liberty Global Class C
LBTYK
+$4.63M
5
MA icon
Mastercard
MA
+$1.7M

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
1 2 3 4
5