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
$510M
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$8.34M
3
+$5.05M
4
AAPL icon
Apple
AAPL
+$4.97M
5
AMZN icon
Amazon
AMZN
+$4.49M

Top Sells

1
+$3.32M
2
+$2.74M
3
+$1.3M
4
EXAS icon
Exact Sciences
EXAS
+$1.07M
5
PANW icon
Palo Alto Networks
PANW
+$867K

Sector Composition

1 Technology 25.15%
2 Healthcare 10.68%
3 Financials 10.14%
4 Consumer Discretionary 9.03%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.32M 0.65%
18,135
+5,403
52
$3.32M 0.65%
20,650
-40
53
$3.18M 0.62%
23,854
+6,620
54
$3.17M 0.62%
20,052
+7,886
55
$2.95M 0.58%
+11,014
56
$2.78M 0.55%
16,500
+6,525
57
$2.78M 0.54%
36,849
+10,785
58
$2.62M 0.51%
24,756
+8,971
59
$2.55M 0.5%
16,815
+6,131
60
$2.54M 0.5%
30,807
+10,991
61
$2.49M 0.49%
9,030
+2,771
62
$2.47M 0.48%
28,522
+16,376
63
$2.47M 0.48%
11,480
+2,685
64
$2.4M 0.47%
5,934
+3,215
65
$2.39M 0.47%
33,204
+11,540
66
$2.27M 0.45%
27,418
+8,495
67
$2.2M 0.43%
26,957
+6,214
68
$2.18M 0.43%
11,322
+4,602
69
$2.16M 0.42%
47,342
+20,004
70
$2.08M 0.41%
26,567
+31
71
$2.05M 0.4%
81,094
+54,602
72
$2.02M 0.4%
14,888
+9,637
73
$2.01M 0.39%
4,745
+2,429
74
$1.93M 0.38%
16,796
+4,589
75
$1.93M 0.38%
24,956
+21,385
1 2
3
4 5