EAMA

EFG Asset Management (Americas) Portfolio holdings

AUM $542M
1-Year Est. Return 23.64%
This Quarter Est. Return
1 Year Est. Return
+23.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$623K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$951K
3
+$948K
4
WFC icon
Wells Fargo
WFC
+$924K
5
AGN
Allergan plc
AGN
+$828K

Top Sells

1
+$1.44M
2
+$1.18M
3
+$1.11M
4
ALL icon
Allstate
ALL
+$1.1M
5
IEV icon
iShares Europe ETF
IEV
+$920K

Sector Composition

1 Healthcare 11.75%
2 Technology 7.94%
3 Financials 6.97%
4 Consumer Staples 5.26%
5 Communication Services 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 1.16%
38,788
+12,606
27
$1.77M 1.1%
15,613
-674
28
$1.68M 1.04%
28,735
-2,098
29
$1.59M 0.99%
5,785
+2,772
30
$1.54M 0.96%
32,247
+8,639
31
$1.49M 0.92%
25,980
+6,698
32
$1.43M 0.89%
+31,745
33
$1.43M 0.89%
45,398
+12,240
34
$1.4M 0.87%
33,572
+13,987
35
$1.4M 0.87%
10,852
+383
36
$1.34M 0.83%
18,921
+5,180
37
$1.24M 0.77%
26,947
+6,930
38
$1.23M 0.77%
51,055
+13,705
39
$1.21M 0.75%
33,084
+7,330
40
$1.17M 0.73%
6,743
+1,790
41
$1.15M 0.71%
13,034
+3,115
42
$1.12M 0.69%
26,357
+11,062
43
$1.09M 0.67%
35,551
+16,130
44
$1.08M 0.67%
11,045
+2,683
45
$1.05M 0.65%
23,602
-122
46
$1.02M 0.63%
13,439
-33
47
$927K 0.58%
17,590
+1,872
48
$836K 0.52%
33,793
+4,605
49
$812K 0.5%
13,820
50
$782K 0.49%
7,248
-267
1
2
3 4