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
$264M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$2.59M
3
+$2.14M
4
AMZN icon
Amazon
AMZN
+$1.73M
5
SPGI icon
S&P Global
SPGI
+$1.61M

Top Sells

1
+$13M
2
+$3.71M
3
+$3.18M
4
AMP icon
Ameriprise Financial
AMP
+$2.36M
5
HAL icon
Halliburton
HAL
+$1.93M

Sector Composition

1 Technology 9.65%
2 Healthcare 8.56%
3 Financials 8.1%
4 Consumer Discretionary 4.84%
5 Communication Services 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.51%
22,710
-14,100
52
$1.34M 0.51%
+6,740
53
$1.32M 0.5%
9,073
-2,535
54
$1.27M 0.48%
24,501
+4,241
55
$1.24M 0.47%
22,536
-20
56
$1.21M 0.46%
26,820
+7,959
57
$1.21M 0.46%
50,284
-7,400
58
$1.19M 0.45%
16,403
+313
59
$1.13M 0.43%
9,293
+730
60
$1M 0.38%
12,166
-4,551
61
$981K 0.37%
3,161
-1,456
62
$956K 0.36%
8,215
-776
63
$954K 0.36%
7,186
-261
64
$850K 0.32%
9,073
+253
65
$840K 0.32%
28,406
-13,495
66
$829K 0.31%
6,376
-2,938
67
$792K 0.3%
23,385
-19,355
68
$770K 0.29%
9,273
+104
69
$732K 0.28%
10,687
-3,731
70
$728K 0.28%
6,641
-3,509
71
$684K 0.26%
7,353
+1,788
72
$665K 0.25%
28,365
+10,291
73
$651K 0.25%
12,090
-2,524
74
$646K 0.24%
12,004
-21
75
$628K 0.24%
5,818
-1,191
1 2
3
4 5