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
$277M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$1.6M
3
+$1.4M
4
BAC icon
Bank of America
BAC
+$1.33M
5
JPM icon
JPMorgan Chase
JPM
+$1.14M

Top Sells

1
+$5.57M
2
+$2.21M
3
+$1.87M
4
KHC icon
Kraft Heinz
KHC
+$1.17M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$871K

Sector Composition

1 Technology 10.03%
2 Financials 8.69%
3 Healthcare 7.51%
4 Consumer Discretionary 5.35%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.55%
47,378
-280
52
$1.5M 0.54%
33,086
+6,266
53
$1.34M 0.48%
16,526
-14,445
54
$1.33M 0.48%
+45,033
55
$1.28M 0.46%
10,550
+1,257
56
$1.27M 0.46%
51,342
+1,058
57
$1.25M 0.45%
24,070
-431
58
$1.24M 0.45%
16,312
-91
59
$1.17M 0.42%
7,483
-1,590
60
$1.13M 0.41%
35,608
+7,243
61
$1.11M 0.4%
8,383
+168
62
$1.11M 0.4%
3,280
+119
63
$1.01M 0.37%
7,186
64
$929K 0.34%
10,422
+3,069
65
$921K 0.33%
6,594
+218
66
$906K 0.33%
10,914
+1,641
67
$869K 0.31%
8,820
-253
68
$853K 0.31%
4,959
+1,184
69
$830K 0.3%
+12,606
70
$829K 0.3%
28,216
-190
71
$820K 0.3%
7,499
+858
72
$807K 0.29%
+8,430
73
$799K 0.29%
5,110
+1,854
74
$795K 0.29%
6,248
+1,403
75
$795K 0.29%
4,144
+1,026
1 2
3
4 5