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
$172M
AUM Growth
+$702K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$2.61M
2 +$953K
3 +$385K
4
V icon
Visa
V
+$358K
5
MA icon
Mastercard
MA
+$341K

Top Sells

1 +$1.88M
2 +$1.14M
3 +$748K
4
BRSL
Brightstar Lottery PLC
BRSL
+$406K
5
GLD icon
SPDR Gold Trust
GLD
+$311K

Sector Composition

1 Financials 14.33%
2 Industrials 11.2%
3 Healthcare 11.01%
4 Technology 10.65%
5 Energy 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,997
127
-3,770
128
-9,378
129
-45,137