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
$379M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$5.42M
3
+$3.59M
4
MKTX icon
MarketAxess Holdings
MKTX
+$3.15M
5
NVDA icon
NVIDIA
NVDA
+$2.95M

Top Sells

1
+$5.98M
2
+$4.99M
3
+$4.02M
4
TWLO icon
Twilio
TWLO
+$2.4M
5
BR icon
Broadridge
BR
+$2.12M

Sector Composition

1 Technology 17.17%
2 Financials 15.56%
3 Healthcare 14.27%
4 Communication Services 7.63%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.68M 1.24%
55,386
+21,222
27
$4.68M 1.23%
83,643
+8,678
28
$4.58M 1.21%
75,616
-16,232
29
$4.45M 1.17%
17,231
+1,159
30
$4.35M 1.15%
32,889
+1,253
31
$4.3M 1.14%
52,413
+16,869
32
$4.12M 1.09%
31,913
+11,812
33
$4.01M 1.06%
17,059
+3,427
34
$4.01M 1.06%
67,010
+3,700
35
$3.99M 1.05%
62,432
+665
36
$3.98M 1.05%
72,273
+2,079
37
$3.96M 1.05%
99,690
-13,530
38
$3.86M 1.02%
14,780
-1,483
39
$3.82M 1.01%
41,317
+10,727
40
$3.73M 0.98%
16,984
+255
41
$3.71M 0.98%
115,711
+15,329
42
$3.59M 0.95%
+101,975
43
$3.5M 0.92%
15,127
+5,306
44
$3.49M 0.92%
10,809
+1,550
45
$3.42M 0.9%
16,672
+22
46
$3.23M 0.85%
14,033
-8,561
47
$3.18M 0.84%
50,802
+6,390
48
$3.15M 0.83%
+8,308
49
$3.12M 0.82%
14,272
+3
50
$3.07M 0.81%
118,240
+17,880
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2
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