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
$595M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$4.19M
3
+$2.21M
4
DKS icon
Dick's Sporting Goods
DKS
+$2.08M
5
UNH icon
UnitedHealth
UNH
+$1.63M

Top Sells

1
+$7.74M
2
+$4.9M
3
+$4.42M
4
BKNG icon
Booking.com
BKNG
+$3.37M
5
TMO icon
Thermo Fisher Scientific
TMO
+$3.35M

Sector Composition

1 Technology 20.71%
2 Financials 14.19%
3 Healthcare 13.95%
4 Consumer Discretionary 13.68%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.16M 1.37%
14,349
-25
27
$7.99M 1.34%
18,385
+671
28
$7.98M 1.34%
104,277
-240
29
$7.1M 1.19%
37,564
-36
30
$7.07M 1.19%
10,855
+16
31
$6.94M 1.17%
74,123
-1,983
32
$6.92M 1.16%
12,156
-9
33
$6.32M 1.06%
14,684
+590
34
$5.51M 0.93%
66,689
+19,242
35
$5.34M 0.9%
39,796
-2,426
36
$5.26M 0.88%
8,002
+1,115
37
$5.19M 0.87%
33,442
+5,728
38
$5.12M 0.86%
39,566
-1,538
39
$4.96M 0.83%
32,053
+8,930
40
$4.92M 0.83%
9,299
-1,278
41
$4.84M 0.81%
14,531
-8,528
42
$4.8M 0.81%
52,862
+6,533
43
$4.71M 0.79%
26,059
+5,895
44
$4.62M 0.78%
55,709
+3,903
45
$4.58M 0.77%
45,718
+4,331
46
$4.53M 0.76%
32,900
+1,970
47
$4.49M 0.75%
128,400
+7,950
48
$4.45M 0.75%
95,379
-2,812
49
$4.4M 0.74%
48,057
+11,271
50
$4.39M 0.74%
7,142
+24
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