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
$331M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$244K
2
+$228K
3
+$99.7K
4
AMZN icon
Amazon
AMZN
+$39.1K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$22.8K

Top Sells

1
+$86.7K
2
+$30K
3
+$22K
4
AAPL icon
Apple
AAPL
+$21.1K
5
PFE icon
Pfizer
PFE
+$19.9K

Sector Composition

1 Financials 29.93%
2 Communication Services 29.56%
3 Industrials 21.53%
4 Consumer Discretionary 10.04%
5 Technology 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.6M 11.96%
451,760
+260
2
$38.9M 11.75%
58,752
-131
3
$33.4M 10.1%
144,142
+52
4
$31.1M 9.39%
255,615
-40
5
$30.5M 9.21%
49,225
-11
6
$26.5M 8%
162,460
+240
7
$24.2M 7.31%
83,280
+5
8
$23.7M 7.16%
66,367
+1
9
$16.7M 5.04%
61,023
-38
10
$12.2M 3.69%
230,309
+58
11
$5.85M 1.77%
44,062
-159
12
$3.57M 1.08%
16,329
+13
13
$3.34M 1.01%
48,938
-50
14
$3.29M 1%
27,922
+21
15
$3.08M 0.93%
11,434
+6
16
$2.38M 0.72%
6,353
17
$2.31M 0.7%
10,390
-23
18
$2.3M 0.7%
21,514
-57
19
$2.18M 0.66%
8,926
-19
20
$1.93M 0.58%
22,532
+3
21
$1.67M 0.51%
8,035
+6
22
$1.39M 0.42%
4
23
$1.26M 0.38%
17,015
+23
24
$1.25M 0.38%
7,092
+9
25
$1.16M 0.35%
7,397
+1
1
2 3