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
$230M
AUM Growth
-$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$4.14M
3
+$3.48M
4
BAX icon
Baxter International
BAX
+$3.25M
5
WBT
Welbilt, Inc.
WBT
+$3.02M

Top Sells

1
+$21M
2
+$3.4M
3
+$2.92M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.79M
5
APTV icon
Aptiv
APTV
+$2.28M

Sector Composition

1 Technology 10.04%
2 Healthcare 8.02%
3 Financials 7.97%
4 Communication Services 5.82%
5 Industrials 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.63%
62,137
+2,178
52
$1.3M 0.57%
37,948
+2,493
53
$1.26M 0.55%
18,116
-42,009
54
$1.21M 0.53%
23,829
+2,009
55
$1.19M 0.52%
21,651
+1,764
56
$1.18M 0.51%
12,256
+3,421
57
$1.15M 0.5%
33,421
+8,429
58
$1.14M 0.49%
4,400
-40
59
$1.11M 0.48%
22,397
-25,608
60
$1.06M 0.46%
12,657
-621
61
$1.05M 0.46%
30,614
+8,014
62
$1.04M 0.45%
12,862
+422
63
$1.01M 0.44%
8,617
-10,418
64
$989K 0.43%
36,863
-68,431
65
$987K 0.43%
7,718
+1,245
66
$981K 0.43%
11,886
+776
67
$976K 0.42%
17,153
-28,665
68
$967K 0.42%
8,093
-576
69
$928K 0.4%
41,857
-8,404
70
$888K 0.39%
10,375
-743
71
$781K 0.34%
8,820
+1,620
72
$777K 0.34%
14,802
+2,244
73
$770K 0.34%
7,130
74
$750K 0.33%
8,190
-99
75
$715K 0.31%
15,659
-958
1 2
3
4 5