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
$329M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.42M
3
+$4.02M
4
SAGE
Sage Therapeutics
SAGE
+$3.21M
5
TWLO icon
Twilio
TWLO
+$2.43M

Top Sells

1
+$3.48M
2
+$3.35M
3
+$3.01M
4
MA icon
Mastercard
MA
+$2.46M
5
LOXO
Loxo Oncology, Inc
LOXO
+$2.09M

Sector Composition

1 Technology 19.59%
2 Healthcare 13.68%
3 Financials 10.03%
4 Consumer Discretionary 8.34%
5 Communication Services 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.87M 0.87%
17,204
+841
52
$2.84M 0.86%
14,934
-4,137
53
$2.74M 0.83%
83,336
+19,136
54
$2.62M 0.79%
60,610
+6,225
55
$2.62M 0.79%
9,156
+696
56
$2.43M 0.74%
+18,844
57
$2.35M 0.71%
19,730
-412
58
$2.22M 0.67%
38,256
-6,981
59
$2.22M 0.67%
34,161
+4,687
60
$2.12M 0.64%
26,629
-1,548
61
$2.02M 0.61%
+4,465
62
$2.02M 0.61%
22,060
+1,300
63
$2M 0.61%
+23,078
64
$1.94M 0.59%
29,116
+681
65
$1.85M 0.56%
18,009
-2,987
66
$1.8M 0.55%
26,090
+331
67
$1.8M 0.55%
+15,101
68
$1.79M 0.55%
+17,070
69
$1.64M 0.5%
9,342
+247
70
$1.51M 0.46%
14,305
-12,071
71
$1.4M 0.43%
19,814
+11,491
72
$1.4M 0.42%
7,768
+50
73
$1.36M 0.41%
4,832
+119
74
$1.35M 0.41%
23,010
+8,999
75
$1.34M 0.41%
12,280
+820
1 2
3
4 5