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
$329M
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$2.83M
3
+$1.96M
4
CSL icon
Carlisle Companies
CSL
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.05M

Top Sells

1
+$7.86M
2
+$7.85M
3
+$6.81M
4
AMZN icon
Amazon
AMZN
+$5.2M
5
NFLX icon
Netflix
NFLX
+$4.49M

Sector Composition

1 Technology 23.16%
2 Healthcare 12.51%
3 Financials 10.37%
4 Consumer Discretionary 9.97%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.77M 0.54%
12,166
-6,501
52
$1.73M 0.53%
19,816
-7,412
53
$1.73M 0.53%
24,204
-42,709
54
$1.72M 0.52%
25,391
-21,418
55
$1.71M 0.52%
10,684
-7,595
56
$1.7M 0.52%
20,743
-3,005
57
$1.68M 0.51%
14,504
-16,078
58
$1.66M 0.5%
13,408
-10,507
59
$1.64M 0.5%
15,785
-8,520
60
$1.63M 0.5%
35,746
-32,427
61
$1.63M 0.5%
10,886
-5,365
62
$1.58M 0.48%
21,664
-11,059
63
$1.55M 0.47%
9,975
-5,774
64
$1.54M 0.47%
2,929
-7,192
65
$1.53M 0.46%
32,056
-27,906
66
$1.48M 0.45%
13,637
-18,533
67
$1.46M 0.44%
8,001
-2,001
68
$1.43M 0.44%
2,735
-1,474
69
$1.42M 0.43%
12,207
-3,507
70
$1.4M 0.43%
16,904
-4,942
71
$1.3M 0.39%
22,394
-11,160
72
$1.3M 0.39%
33,921
-22,054
73
$1.29M 0.39%
6,720
-3,238
74
$1.29M 0.39%
3,591
-3,190
75
$1.26M 0.38%
12,395
-3,311
1 2
3
4 5