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
$277M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$1.6M
3
+$1.4M
4
BAC icon
Bank of America
BAC
+$1.33M
5
JPM icon
JPMorgan Chase
JPM
+$1.14M

Top Sells

1
+$5.57M
2
+$2.21M
3
+$1.87M
4
KHC icon
Kraft Heinz
KHC
+$1.17M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$871K

Sector Composition

1 Technology 10.03%
2 Financials 8.69%
3 Healthcare 7.51%
4 Consumer Discretionary 5.35%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.33M 1.21%
36,821
-3,112
27
$3M 1.08%
21,028
-782
28
$2.96M 1.07%
15,591
-2,141
29
$2.92M 1.06%
76,522
-8,292
30
$2.83M 1.02%
14,685
-121
31
$2.73M 0.99%
31,551
-2,206
32
$2.72M 0.98%
27,980
-4,649
33
$2.64M 0.95%
9,553
+487
34
$2.57M 0.93%
50,605
+5,567
35
$2.45M 0.89%
30,988
-6,364
36
$2.4M 0.87%
61,448
-2,336
37
$2.09M 0.76%
32,967
-4,704
38
$2.09M 0.76%
20,064
+1,812
39
$2.05M 0.74%
38,282
-5,106
40
$2M 0.72%
7,482
-359
41
$1.97M 0.71%
11,601
+1,284
42
$1.82M 0.66%
14,171
-1,216
43
$1.78M 0.64%
7,799
+1,059
44
$1.78M 0.64%
27,782
+5,072
45
$1.72M 0.62%
14,693
-1,760
46
$1.71M 0.62%
31,344
+8,808
47
$1.58M 0.57%
22,471
+11,784
48
$1.58M 0.57%
21,656
-1,847
49
$1.56M 0.57%
24,445
-1,246
50
$1.51M 0.55%
27,584
-4,222
1
2
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