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
$237M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$7.1M
3
+$4.76M
4
FTV icon
Fortive
FTV
+$3.75M
5
AMT icon
American Tower
AMT
+$3.45M

Top Sells

1
+$6.43M
2
+$3.73M
3
+$2.65M
4
BIIB icon
Biogen
BIIB
+$2.11M
5
DHR icon
Danaher
DHR
+$1.79M

Sector Composition

1 Technology 10%
2 Healthcare 8.18%
3 Financials 6.25%
4 Consumer Staples 5.21%
5 Communication Services 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.31M 1.4%
32,492
-7,680
27
$3.27M 1.38%
72,912
-20,473
28
$2.97M 1.25%
+105,294
29
$2.77M 1.17%
73,960
+15,590
30
$2.6M 1.1%
38,320
-1,066
31
$2.4M 1.02%
45,818
-2,995
32
$2.37M 1%
54,450
+32,535
33
$2.35M 0.99%
19,035
+5,192
34
$2.33M 0.98%
30,616
-2,311
35
$2.28M 0.96%
31,472
-1,016
36
$2.23M 0.94%
54,747
+1,919
37
$2.07M 0.88%
48,005
-1,146
38
$1.98M 0.83%
19,110
-4,257
39
$1.91M 0.81%
15,853
-339
40
$1.86M 0.78%
32,698
+7,864
41
$1.77M 0.75%
65,814
-9,014
42
$1.72M 0.73%
23,529
+12,963
43
$1.69M 0.72%
55,396
-12
44
$1.69M 0.71%
+11,125
45
$1.54M 0.65%
+59,959
46
$1.52M 0.64%
62,614
+326
47
$1.45M 0.61%
19,272
+97
48
$1.39M 0.59%
30,859
-950
49
$1.27M 0.54%
50,261
+22,965
50
$1.2M 0.51%
19,887
-41
1
2
3 4 5