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
$511M
AUM Growth
+$625K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$7.07M
3
+$3.21M
4
AWK icon
American Water Works
AWK
+$1.11M
5
LULU icon
lululemon athletica
LULU
+$876K

Top Sells

1
+$20.8M
2
+$3.21M
3
+$2.85M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$2.54M
5
NFLX icon
Netflix
NFLX
+$2.48M

Sector Composition

1 Technology 23.15%
2 Financials 10.97%
3 Healthcare 10.8%
4 Consumer Discretionary 10.12%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.68M 1.31%
39,293
-111
27
$6.62M 1.29%
83,813
+3,206
28
$6.48M 1.27%
10,474
-500
29
$6.4M 1.25%
9,023
-3,490
30
$6.31M 1.24%
7,058
-3,187
31
$6.02M 1.18%
34,934
-5,695
32
$5.55M 1.09%
10,988
-1,740
33
$5.38M 1.05%
75,252
-7,161
34
$5.33M 1.04%
46,278
-1,131
35
$5.15M 1.01%
8,927
-510
36
$4.67M 0.91%
59,486
+9,857
37
$4.55M 0.89%
2,341
-590
38
$4.53M 0.89%
98,836
-14,230
39
$4.18M 0.82%
62,812
-1,360
40
$4.17M 0.82%
37,993
-3,620
41
$4.15M 0.81%
76,279
-15,694
42
$4.13M 0.81%
37,329
-3,316
43
$4.11M 0.8%
14,953
-2,039
44
$3.99M 0.78%
33,332
+54
45
$3.92M 0.77%
14,983
-12,260
46
$3.71M 0.73%
78,658
+776
47
$3.48M 0.68%
48,984
-1,098
48
$3.47M 0.68%
16,549
-1,586
49
$3.46M 0.68%
20,086
-564
50
$3.46M 0.68%
92,947
+11,853
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