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
$489M
AUM Growth
+$62K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$9.98M
2
+$7.75M
3
+$4.5M
4
COST icon
Costco
COST
+$3.77M
5
RH icon
RH
RH
+$3.46M

Top Sells

1
+$8.06M
2
+$4.71M
3
+$4.49M
4
AMZN icon
Amazon
AMZN
+$4.24M
5
NOW icon
ServiceNow
NOW
+$3.98M

Sector Composition

1 Technology 19.27%
2 Financials 14.18%
3 Healthcare 13.75%
4 Consumer Discretionary 13.27%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.45M 0.71%
15,669
+609
52
$3.45M 0.71%
24,440
+1,020
53
$3.41M 0.7%
30,820
+2,950
54
$3.39M 0.69%
41,210
-8,660
55
$3.3M 0.68%
6,634
+339
56
$3.28M 0.67%
12,565
+388
57
$3.19M 0.65%
24,504
+6,075
58
$3.15M 0.64%
1,345
+49
59
$3.13M 0.64%
11,703
-573
60
$3.12M 0.64%
33,656
+1,900
61
$2.96M 0.61%
23,433
+879
62
$2.92M 0.6%
11,744
-437
63
$2.88M 0.59%
6,853
-5,944
64
$2.83M 0.58%
+34,263
65
$2.65M 0.54%
+18,211
66
$2.52M 0.52%
14,263
-5,481
67
$2.52M 0.51%
46,872
-2,190
68
$2.48M 0.51%
3,643
-3,042
69
$2.42M 0.49%
9,210
-3,717
70
$2.31M 0.47%
9,059
+273
71
$2.24M 0.46%
43,816
-6,300
72
$2.24M 0.46%
+34,310
73
$2.06M 0.42%
24,980
+5,369
74
$2.02M 0.41%
8,815
-4,370
75
$1.95M 0.4%
4,909
+759
1 2
3
4 5