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
$379M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$5.42M
3
+$3.59M
4
MKTX icon
MarketAxess Holdings
MKTX
+$3.15M
5
NVDA icon
NVIDIA
NVDA
+$2.95M

Top Sells

1
+$5.98M
2
+$4.99M
3
+$4.02M
4
TWLO icon
Twilio
TWLO
+$2.4M
5
BR icon
Broadridge
BR
+$2.12M

Sector Composition

1 Technology 17.17%
2 Financials 15.56%
3 Healthcare 14.27%
4 Communication Services 7.63%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.02M 0.8%
24,489
-17,132
52
$3M 0.79%
54,132
-3,598
53
$2.99M 0.79%
26,173
-5,134
54
$2.95M 0.78%
43,427
+787
55
$2.95M 0.78%
+501,280
56
$2.93M 0.77%
64,921
+1,907
57
$2.85M 0.75%
17,357
-3,306
58
$2.81M 0.74%
4,805
-2,238
59
$2.75M 0.73%
23,863
+3,760
60
$2.75M 0.73%
19,543
+20
61
$2.46M 0.65%
28,170
+7,163
62
$2.3M 0.61%
+24,985
63
$2.29M 0.61%
11,646
-5,343
64
$2.19M 0.58%
16,624
-69
65
$2.19M 0.58%
30,263
+8,584
66
$2.15M 0.57%
20,011
-4,440
67
$2.05M 0.54%
22,535
-4,957
68
$1.97M 0.52%
38,917
+18,246
69
$1.8M 0.47%
17,760
-5,350
70
$1.71M 0.45%
4,393
+1,766
71
$1.7M 0.45%
35,428
+14,905
72
$1.64M 0.43%
8,170
+3,236
73
$1.58M 0.42%
10,865
+5,611
74
$1.56M 0.41%
19,398
-2,930
75
$1.56M 0.41%
4,853
1 2
3
4 5