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
$237M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$7.1M
3
+$4.76M
4
FTV icon
Fortive
FTV
+$3.75M
5
AMT icon
American Tower
AMT
+$3.45M

Top Sells

1
+$6.43M
2
+$3.73M
3
+$2.65M
4
BIIB icon
Biogen
BIIB
+$2.11M
5
DHR icon
Danaher
DHR
+$1.79M

Sector Composition

1 Technology 10%
2 Healthcare 8.18%
3 Financials 6.25%
4 Consumer Staples 5.21%
5 Communication Services 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.47%
35,455
-243
52
$1.11M 0.47%
+21,820
53
$1.1M 0.47%
13,278
+3,665
54
$1.1M 0.46%
4,440
-25
55
$1.06M 0.45%
8,669
+531
56
$1.05M 0.44%
12,440
+2,716
57
$964K 0.41%
11,110
+2,431
58
$938K 0.4%
11,118
+1,253
59
$834K 0.35%
24,992
+426
60
$802K 0.34%
7,130
61
$792K 0.33%
+8,835
62
$775K 0.33%
8,289
+108
63
$770K 0.33%
16,617
+1,630
64
$751K 0.32%
22,600
+1,815
65
$691K 0.29%
+12,190
66
$688K 0.29%
6,473
+820
67
$664K 0.28%
12,558
+3,498
68
$653K 0.28%
16,528
+4,161
69
$617K 0.26%
7,200
70
$595K 0.25%
5,397
+169
71
$582K 0.25%
25,069
+5,780
72
$566K 0.24%
4,827
+370
73
$535K 0.23%
5,636
+1,036
74
$524K 0.22%
8,866
75
$518K 0.22%
13,629
+1,725
1 2
3
4 5