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
$562M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$3.63M
3
+$3.38M
4
ULTA icon
Ulta Beauty
ULTA
+$2.94M
5
DECK icon
Deckers Outdoor
DECK
+$2.34M

Top Sells

1
+$4.44M
2
+$4.1M
3
+$2.73M
4
COUP
Coupa Software Incorporated
COUP
+$2.51M
5
XPO icon
XPO
XPO
+$2.05M

Sector Composition

1 Technology 19.26%
2 Financials 15.2%
3 Healthcare 13.58%
4 Consumer Discretionary 12.67%
5 Industrials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.03M 0.72%
79,990
+9,210
52
$3.93M 0.7%
23,123
+5,685
53
$3.83M 0.68%
13,308
+154
54
$3.75M 0.67%
29,482
-217
55
$3.7M 0.66%
46,374
-2,958
56
$3.63M 0.65%
+46,329
57
$3.38M 0.6%
+5,230
58
$3.37M 0.6%
1,414
+44
59
$3.34M 0.6%
41,387
+15,659
60
$3.31M 0.59%
20,164
-2,637
61
$3.29M 0.59%
24,829
+928
62
$3.12M 0.56%
23,438
-896
63
$2.99M 0.53%
3,778
+167
64
$2.96M 0.53%
12,468
+110
65
$2.94M 0.52%
+8,151
66
$2.93M 0.52%
11,719
+99
67
$2.71M 0.48%
28,345
-2,482
68
$2.59M 0.46%
36,786
+447
69
$2.43M 0.43%
28,190
-5,785
70
$2.34M 0.42%
+38,922
71
$2.33M 0.41%
39,269
+466
72
$2.12M 0.38%
46,523
+1,317
73
$2.08M 0.37%
25,178
-666
74
$1.92M 0.34%
16,779
+679
75
$1.76M 0.31%
9,085
+323
1 2
3
4 5