EAMA

EFG Asset Management (Americas) Portfolio holdings

AUM $579M
1-Year Est. Return 24.22%
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$494M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$7.36M
2
+$4.71M
3
+$3.73M
4
PWR icon
Quanta Services
PWR
+$2.6M
5
SPOT icon
Spotify
SPOT
+$2.17M

Top Sells

1
+$5.48M
2
+$2.49M
3
+$2.28M
4
AWK icon
American Water Works
AWK
+$2.2M
5
AAPL icon
Apple
AAPL
+$2.18M

Sector Composition

1 Technology 23.73%
2 Financials 12.36%
3 Consumer Discretionary 10.86%
4 Industrials 9.78%
5 Healthcare 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.84M 1.18%
105,846
-2,657
27
$5.8M 1.17%
132,726
-6,849
28
$5.69M 1.15%
64,839
+1,234
29
$5.42M 1.1%
6,808
-142
30
$5.4M 1.09%
33,792
-513
31
$5.35M 1.08%
14,596
+2,451
32
$5.06M 1.02%
10,162
-175
33
$5.04M 1.02%
8,971
-160
34
$4.83M 0.98%
70,477
-4,884
35
$4.7M 0.95%
31,362
-4,131
36
$4.61M 0.93%
41,738
+7,934
37
$4.61M 0.93%
38,591
+5,065
38
$4.58M 0.93%
44,405
-1,124
39
$4.25M 0.86%
77,669
+3,701
40
$3.9M 0.79%
55,512
+835
41
$3.9M 0.79%
32,976
-3,368
42
$3.84M 0.78%
82,988
-287
43
$3.8M 0.77%
35,609
-569
44
$3.73M 0.75%
+7,945
45
$3.69M 0.75%
45,552
-261
46
$3.61M 0.73%
13,372
-1,574
47
$3.59M 0.73%
21,664
-33,055
48
$3.51M 0.71%
60,427
-585
49
$3.46M 0.7%
46,697
-1,860
50
$3.31M 0.67%
14,298
-2,938
1
2
3 4 5