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
$329M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.42M
3
+$4.02M
4
SAGE
Sage Therapeutics
SAGE
+$3.21M
5
TWLO icon
Twilio
TWLO
+$2.43M

Top Sells

1
+$3.48M
2
+$3.35M
3
+$3.01M
4
MA icon
Mastercard
MA
+$2.46M
5
LOXO
Loxo Oncology, Inc
LOXO
+$2.09M

Sector Composition

1 Technology 19.59%
2 Healthcare 13.68%
3 Financials 10.03%
4 Consumer Discretionary 8.34%
5 Communication Services 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.25M 1.29%
87,856
+29,808
27
$4.17M 1.27%
167,412
+10,434
28
$4.13M 1.26%
21,442
-2,745
29
$4.06M 1.23%
69,180
+3,320
30
$4.02M 1.22%
+63,150
31
$3.98M 1.21%
38,370
+3,759
32
$3.8M 1.15%
50,712
-5,825
33
$3.79M 1.15%
79,728
+11,136
34
$3.78M 1.15%
55,294
+941
35
$3.61M 1.1%
47,980
-2,223
36
$3.59M 1.09%
10,064
+1,536
37
$3.47M 1.06%
36,616
-1,911
38
$3.43M 1.04%
165,950
-40,690
39
$3.32M 1.01%
66,572
+9,910
40
$3.31M 1%
58,455
+1,244
41
$3.27M 0.99%
19,725
-1,943
42
$3.23M 0.98%
61,773
+3,773
43
$3.22M 0.98%
25,383
-1,694
44
$3.21M 0.98%
+20,189
45
$3.21M 0.97%
68,830
+5,100
46
$3.2M 0.97%
25,697
-7,316
47
$3.15M 0.96%
16,426
+198
48
$3.13M 0.95%
17,177
+502
49
$3.03M 0.92%
34,121
-5,377
50
$3.03M 0.92%
10,015
-1,809
1
2
3 4 5