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
$539M
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$7.48M
2
+$6.81M
3
+$6.05M
4
AMZN icon
Amazon
AMZN
+$5.67M
5
NOW icon
ServiceNow
NOW
+$4.64M

Top Sells

1
+$12.1M
2
+$7.1M
3
+$6.92M
4
DIS icon
Walt Disney
DIS
+$5.19M
5
JPM icon
JPMorgan Chase
JPM
+$4.69M

Sector Composition

1 Technology 21.15%
2 Consumer Discretionary 14.13%
3 Healthcare 13.1%
4 Financials 11.67%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.36M 1.36%
95,388
-35,215
27
$7.1M 1.32%
9,551
+5,797
28
$7.04M 1.31%
167,643
+13,917
29
$6.89M 1.28%
12,585
-2,668
30
$6.87M 1.27%
50,944
+504
31
$6.81M 1.26%
+49,569
32
$6.68M 1.24%
11,924
+5,627
33
$6.41M 1.19%
104,864
+587
34
$5.2M 0.96%
14,616
+85
35
$5.16M 0.96%
68,730
+2,041
36
$4.79M 0.89%
37,692
-1,874
37
$4.77M 0.88%
33,122
+1,069
38
$4.6M 0.85%
44,370
-2,574
39
$4.59M 0.85%
23,481
-2,578
40
$4.58M 0.85%
101,498
+18,859
41
$4.55M 0.84%
59,151
+3,442
42
$4.24M 0.79%
134,050
+5,650
43
$4.17M 0.77%
11,398
-3,286
44
$3.93M 0.73%
8,859
-440
45
$3.83M 0.71%
43,596
-2,122
46
$3.72M 0.69%
9,344
-456
47
$3.55M 0.66%
16,702
+380
48
$3.53M 0.65%
11,879
+303
49
$3.44M 0.64%
15,149
-726
50
$3.41M 0.63%
7,813
-189
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