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
$539M
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$7.48M
2
+$6.81M
3
+$6.05M
4
AMZN icon
Amazon
AMZN
+$5.67M
5
NOW icon
ServiceNow
NOW
+$4.64M

Top Sells

1
+$12.1M
2
+$7.1M
3
+$6.92M
4
DIS icon
Walt Disney
DIS
+$5.19M
5
JPM icon
JPMorgan Chase
JPM
+$4.69M

Sector Composition

1 Technology 21.15%
2 Consumer Discretionary 14.13%
3 Healthcare 13.1%
4 Financials 11.67%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.4M 0.63%
49,055
+998
52
$3.28M 0.61%
26,419
-3,564
53
$3.05M 0.57%
25,222
-306
54
$2.77M 0.51%
14,677
-21,127
55
$2.73M 0.51%
+16,738
56
$2.68M 0.5%
11,184
-550
57
$2.64M 0.49%
36,965
-15,897
58
$2.5M 0.46%
4,972
-2,170
59
$2.42M 0.45%
23,474
-16,322
60
$2.39M 0.44%
21,990
+4,082
61
$2.38M 0.44%
17,531
-189
62
$2.37M 0.44%
51,948
-2,208
63
$2.36M 0.44%
34,960
+2,060
64
$2.3M 0.43%
7,045
+264
65
$2.13M 0.4%
30,499
+1,926
66
$2.1M 0.39%
26,863
+45
67
$2.07M 0.38%
41,231
+12,253
68
$1.99M 0.37%
38,159
-3,261
69
$1.9M 0.35%
19,025
+972
70
$1.89M 0.35%
48,804
+2,244
71
$1.88M 0.35%
22,725
-2,450
72
$1.84M 0.34%
36,216
+6,122
73
$1.84M 0.34%
7,738
-487
74
$1.67M 0.31%
9,446
+108
75
$1.62M 0.3%
10,717
-1,904
1 2
3
4 5