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
$404M
AUM Growth
+$8.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$3.06M
3
+$2.17M
4
VRSK icon
Verisk Analytics
VRSK
+$1.83M
5
NKE icon
Nike
NKE
+$1.39M

Top Sells

1
+$5.29M
2
+$2.63M
3
+$2.21M
4
SIVB
SVB Financial Group
SIVB
+$1.98M
5
FCX icon
Freeport-McMoran
FCX
+$1.9M

Sector Composition

1 Technology 21.03%
2 Healthcare 16.59%
3 Financials 11.54%
4 Consumer Discretionary 11.51%
5 Consumer Staples 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.52M 0.62%
56,238
+1,839
52
$2.5M 0.62%
35,830
-5,520
53
$2.45M 0.61%
37,779
-1,221
54
$2.41M 0.6%
14,423
+2,365
55
$2.4M 0.59%
21,752
+1,074
56
$2.39M 0.59%
30,924
+8,040
57
$2.33M 0.58%
25,726
-5,863
58
$2.21M 0.55%
8,352
-323
59
$2.16M 0.53%
9,976
+1,208
60
$2.12M 0.53%
5,530
+2,388
61
$2.07M 0.51%
45,344
+2,002
62
$2.04M 0.5%
17,723
+2,211
63
$1.97M 0.49%
26,418
+15,553
64
$1.94M 0.48%
7,885
+41
65
$1.92M 0.48%
23,650
-1,391
66
$1.92M 0.47%
10,026
+73
67
$1.86M 0.46%
9,429
+669
68
$1.85M 0.46%
15,605
+659
69
$1.82M 0.45%
16,720
+917
70
$1.81M 0.45%
6,793
+5,195
71
$1.77M 0.44%
5,999
-233
72
$1.73M 0.43%
25,316
+3,018
73
$1.66M 0.41%
22,017
-39
74
$1.63M 0.4%
35,740
-1,932
75
$1.61M 0.4%
28,024
+6,452
1 2
3
4 5