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
$264M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$2.59M
3
+$2.14M
4
AMZN icon
Amazon
AMZN
+$1.73M
5
SPGI icon
S&P Global
SPGI
+$1.61M

Top Sells

1
+$13M
2
+$3.71M
3
+$3.18M
4
AMP icon
Ameriprise Financial
AMP
+$2.36M
5
HAL icon
Halliburton
HAL
+$1.93M

Sector Composition

1 Technology 9.65%
2 Healthcare 8.56%
3 Financials 8.1%
4 Consumer Discretionary 4.84%
5 Communication Services 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.98M 1.13%
37,352
-36
27
$2.9M 1.1%
17,732
-990
28
$2.89M 1.09%
32,629
+889
29
$2.83M 1.07%
14,806
+2,059
30
$2.78M 1.05%
112,745
+21,031
31
$2.69M 1.02%
33,757
-362
32
$2.66M 1.01%
18,252
+6,497
33
$2.45M 0.93%
30,971
+2,134
34
$2.34M 0.89%
47,220
+34,900
35
$2.34M 0.89%
63,784
+1,776
36
$2.33M 0.88%
43,388
+1,138
37
$2.32M 0.88%
37,671
+817
38
$2.29M 0.87%
45,038
+1,924
39
$2.24M 0.85%
9,066
+2,030
40
$2.21M 0.84%
10,774
+354
41
$2.19M 0.83%
18,595
+9,082
42
$1.97M 0.75%
7,841
-682
43
$1.87M 0.71%
12,674
+955
44
$1.84M 0.7%
15,387
+757
45
$1.79M 0.68%
16,453
+329
46
$1.61M 0.61%
+10,317
47
$1.59M 0.6%
31,806
-1,434
48
$1.54M 0.58%
47,658
+19,726
49
$1.52M 0.57%
23,503
+6,624
50
$1.41M 0.53%
25,691
+811
1
2
3 4 5