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
$182M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$1.99M
3
+$1.74M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.34M
5
MCO icon
Moody's
MCO
+$1.08M

Top Sells

1
+$1.25M
2
+$897K
3
+$727K
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$697K
5
AIG icon
American International
AIG
+$630K

Sector Composition

1 Financials 21.23%
2 Industrials 14.58%
3 Communication Services 11.9%
4 Healthcare 10.97%
5 Consumer Discretionary 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.86M 4.85%
67,067
+10,117
2
$7.58M 4.15%
77,824
+7,060
3
$6.03M 3.31%
158,960
-32,840
4
$5.55M 3.04%
67,809
+7,443
5
$5.48M 3%
82,287
+29,825
6
$5.11M 2.8%
144,062
+8,754
7
$5.03M 2.75%
152,598
+26,961
8
$4.79M 2.63%
47,734
+10,733
9
$4.53M 2.48%
19,842
+3,047
10
$4.53M 2.48%
83,247
+12,115
11
$4.48M 2.46%
57,766
+2,932
12
$4.4M 2.41%
+24,020
13
$4.08M 2.24%
46,721
+5,674
14
$3.98M 2.18%
74,573
+9,021
15
$3.85M 2.11%
25,619
+3,001
16
$3.8M 2.08%
49,800
+4,189
17
$3.78M 2.07%
39,274
+5,143
18
$3.72M 2.04%
105,185
+25,103
19
$3.4M 1.87%
25,869
+3,541
20
$3M 1.64%
34,885
-2,532
21
$2.96M 1.62%
28,932
+4,370
22
$2.91M 1.59%
110,432
+13,408
23
$2.89M 1.58%
41,416
+4,108
24
$2.68M 1.47%
13,160
25
$2.58M 1.42%
69,916
-6,283
1
2 3 4 5