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
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$2.83M
3
+$1.96M
4
CSL icon
Carlisle Companies
CSL
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.05M

Top Sells

1
+$7.86M
2
+$7.85M
3
+$6.81M
4
AMZN icon
Amazon
AMZN
+$5.2M
5
NFLX icon
Netflix
NFLX
+$4.49M

Sector Composition

1 Technology 23.16%
2 Healthcare 12.51%
3 Financials 10.37%
4 Consumer Discretionary 9.97%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.57M 1.39%
53,114
-31,784
27
$4.48M 1.36%
7,716
-3,269
28
$4.11M 1.25%
24,288
-1,930
29
$3.69M 1.12%
30,183
-10,961
30
$3.5M 1.07%
19,924
-7,284
31
$3.41M 1.04%
31,345
-29,699
32
$3.32M 1.01%
16,110
-14,976
33
$3.17M 0.97%
28,718
+334
34
$2.95M 0.9%
12,732
-6,283
35
$2.83M 0.86%
+34,178
36
$2.74M 0.83%
20,690
-6,090
37
$2.74M 0.83%
58,187
-20,266
38
$2.72M 0.83%
19,984
-8,713
39
$2.58M 0.78%
16,428
-10,614
40
$2.48M 0.75%
60,277
-86,202
41
$2.45M 0.75%
26,064
-10,576
42
$2.36M 0.72%
1,887
-1,588
43
$2.29M 0.7%
17,234
-14,522
44
$2.22M 0.68%
25,413
-15,308
45
$2.12M 0.64%
26,536
+13,194
46
$2.11M 0.64%
3,769
-1,569
47
$1.98M 0.6%
8,795
-4,837
48
$1.96M 0.6%
+68,762
49
$1.83M 0.56%
18,923
-8,351
50
$1.82M 0.55%
6,259
-2,474
1
2
3 4 5