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
$595M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$4.19M
3
+$2.21M
4
DKS icon
Dick's Sporting Goods
DKS
+$2.08M
5
UNH icon
UnitedHealth
UNH
+$1.63M

Top Sells

1
+$7.74M
2
+$4.9M
3
+$4.42M
4
BKNG icon
Booking.com
BKNG
+$3.37M
5
TMO icon
Thermo Fisher Scientific
TMO
+$3.35M

Sector Composition

1 Technology 20.71%
2 Financials 14.19%
3 Healthcare 13.95%
4 Consumer Discretionary 13.68%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.36M 0.73%
46,944
+570
52
$4.27M 0.72%
6,297
+1,067
53
$4.17M 0.7%
16,322
+3,014
54
$4.07M 0.68%
11,576
+390
55
$4.04M 0.68%
9,800
+1,649
56
$4.04M 0.68%
82,639
+2,649
57
$3.96M 0.66%
15,875
-661
58
$3.86M 0.65%
29,983
+501
59
$3.63M 0.61%
6,781
-124
60
$3.38M 0.57%
25,528
+2,090
61
$3.31M 0.56%
54,156
+15,234
62
$3.21M 0.54%
11,734
+15
63
$3.19M 0.54%
3,754
-24
64
$2.86M 0.48%
17,720
-130
65
$2.83M 0.48%
12,621
+153
66
$2.72M 0.46%
46,560
+7,291
67
$2.37M 0.4%
17,908
-13,441
68
$2.22M 0.37%
28,573
+228
69
$2.18M 0.37%
26,818
+1,640
70
$2.08M 0.35%
+18,053
71
$1.96M 0.33%
41,420
-5,103
72
$1.88M 0.32%
8,225
-860
73
$1.85M 0.31%
14,879
-1,900
74
$1.77M 0.3%
14,696
+1,972
75
$1.6M 0.27%
9,338
-926
1 2
3
4 5