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
$161M
AUM Growth
+$623K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$951K
3
+$948K
4
WFC icon
Wells Fargo
WFC
+$924K
5
AGN
Allergan plc
AGN
+$828K

Top Sells

1
+$1.44M
2
+$1.18M
3
+$1.11M
4
ALL icon
Allstate
ALL
+$1.1M
5
IEV icon
iShares Europe ETF
IEV
+$920K

Sector Composition

1 Healthcare 11.75%
2 Technology 7.94%
3 Financials 6.97%
4 Consumer Staples 5.26%
5 Communication Services 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$770K 0.48%
7,130
52
$708K 0.44%
22,937
-16
53
$670K 0.42%
11,139
+571
54
$616K 0.38%
15,921
+471
55
$603K 0.37%
30,657
-3,881
56
$599K 0.37%
7,995
+217
57
$543K 0.34%
17,717
+4,202
58
$541K 0.34%
7,200
59
$532K 0.33%
2,450
+660
60
$512K 0.32%
19,683
+5,819
61
$510K 0.32%
10,262
-756
62
$433K 0.27%
4,434
-418
63
$403K 0.25%
5,537
-557
64
$396K 0.25%
11,187
+1,522
65
$378K 0.23%
4,203
+1,374
66
$347K 0.22%
11,840
-830
67
$321K 0.2%
5,420
+386
68
$295K 0.18%
1,161
-99
69
$293K 0.18%
2,984
-15
70
$290K 0.18%
+10,964
71
$288K 0.18%
+2,434
72
$278K 0.17%
+2,709
73
$277K 0.17%
+8,113
74
$266K 0.17%
5,514
-924
75
$261K 0.16%
2,807
+38
1 2
3
4