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
$265M
AUM Growth
+$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.7M
3
+$1.55M
4
CELG
Celgene Corp
CELG
+$1.53M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$881K

Top Sells

1
+$2.54M
2
+$2.34M
3
+$2.32M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.03M
5
SNA icon
Snap-on
SNA
+$1.85M

Sector Composition

1 Technology 8.42%
2 Financials 8.42%
3 Healthcare 8.24%
4 Communication Services 5.01%
5 Industrials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.89M 1.09%
31,740
+1,431
27
$2.56M 0.97%
10,420
+2,276
28
$2.55M 0.96%
34,119
+1,797
29
$2.55M 0.96%
28,837
+17,484
30
$2.42M 0.91%
18,655
+121
31
$2.27M 0.86%
36,810
+3,990
32
$2.23M 0.84%
36,854
+1,386
33
$2.23M 0.84%
12,703
+3,076
34
$2.2M 0.83%
91,714
+20,367
35
$2.19M 0.83%
43,114
-5,046
36
$2.19M 0.83%
42,250
+138
37
$2.17M 0.82%
62,008
+2,376
38
$2.14M 0.81%
23,923
+972
39
$2.06M 0.78%
8,523
-171
40
$2.06M 0.78%
12,747
+1,971
41
$1.93M 0.73%
45,134
+2,515
42
$1.87M 0.71%
11,719
+879
43
$1.85M 0.7%
14,630
+629
44
$1.82M 0.69%
43,658
-9,635
45
$1.77M 0.67%
16,124
+871
46
$1.7M 0.64%
+7,036
47
$1.6M 0.6%
11,608
48
$1.53M 0.58%
+11,755
49
$1.47M 0.55%
42,740
50
$1.46M 0.55%
33,240
-99
1
2
3 4 5