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
$418M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.76M
3
+$4.52M
4
VRSK icon
Verisk Analytics
VRSK
+$2.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.02M

Top Sells

1
+$6.59M
2
+$6.38M
3
+$5.77M
4
EL icon
Estee Lauder
EL
+$4M
5
NKE icon
Nike
NKE
+$3.41M

Sector Composition

1 Technology 19.99%
2 Healthcare 14.74%
3 Financials 11.99%
4 Consumer Discretionary 10.37%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.37M 1.29%
40,156
+33,762
27
$5.37M 1.28%
137,903
-3,882
28
$5.27M 1.26%
28,324
-2,119
29
$5.12M 1.22%
11,007
-5,832
30
$5.03M 1.2%
22,504
-9,879
31
$4.29M 1.03%
6,101
-8,210
32
$4.05M 0.97%
20,006
-6,719
33
$3.99M 0.95%
32,535
-27,837
34
$3.98M 0.95%
58,620
+7,430
35
$3.82M 0.91%
41,305
-7,454
36
$3.78M 0.9%
34,497
+6,726
37
$3.78M 0.9%
6,928
-894
38
$3.7M 0.89%
90,463
+2,035
39
$3.59M 0.86%
53,514
-698
40
$3.55M 0.85%
19,313
+2,194
41
$3.37M 0.81%
7,555
-338
42
$3.19M 0.76%
31,968
-3,862
43
$3.16M 0.76%
22,247
-176
44
$3.15M 0.75%
51,772
-4,466
45
$3.04M 0.73%
15,179
-238
46
$3.03M 0.73%
51,669
-112,334
47
$3.02M 0.72%
105,538
-3,499
48
$3M 0.72%
40,074
-10,032
49
$2.97M 0.71%
18,876
-88
50
$2.97M 0.71%
37,591
-188
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