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
$418M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.76M
3
+$4.52M
4
VRSK icon
Verisk Analytics
VRSK
+$2.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.02M

Top Sells

1
+$6.59M
2
+$6.38M
3
+$5.77M
4
EL icon
Estee Lauder
EL
+$4M
5
NKE icon
Nike
NKE
+$3.41M

Sector Composition

1 Technology 19.99%
2 Healthcare 14.74%
3 Financials 11.99%
4 Consumer Discretionary 10.37%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.94M 0.7%
35,192
+9,876
52
$2.93M 0.7%
14,186
-237
53
$2.85M 0.68%
61,237
+25,497
54
$2.79M 0.67%
6,986
-2,361
55
$2.64M 0.63%
4,715
-749
56
$2.49M 0.6%
10,115
-16,241
57
$2.49M 0.6%
12,304
+2,328
58
$2.46M 0.59%
42,228
-109,540
59
$2.41M 0.58%
10,317
+888
60
$2.39M 0.57%
21,775
+23
61
$2.36M 0.56%
7,386
+1,387
62
$2.32M 0.55%
35,258
+7,206
63
$2.3M 0.55%
20,826
-5,354
64
$2.29M 0.55%
5,580
+50
65
$2.29M 0.55%
37,506
+14,376
66
$2.27M 0.54%
20,295
-5,431
67
$2.26M 0.54%
19,210
+1,487
68
$2.13M 0.51%
15,781
+176
69
$2.07M 0.5%
46,036
-585
70
$2.03M 0.49%
45,545
+201
71
$2.03M 0.49%
21,846
-4,572
72
$2.01M 0.48%
29,132
-1,792
73
$1.86M 0.44%
9,100
-926
74
$1.8M 0.43%
28,110
+450
75
$1.77M 0.42%
21,493
-2,157
1 2
3
4 5