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
$511M
AUM Growth
+$625K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$7.07M
3
+$3.21M
4
AWK icon
American Water Works
AWK
+$1.11M
5
LULU icon
lululemon athletica
LULU
+$876K

Top Sells

1
+$20.8M
2
+$3.21M
3
+$2.85M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$2.54M
5
NFLX icon
Netflix
NFLX
+$2.48M

Sector Composition

1 Technology 23.15%
2 Financials 10.97%
3 Healthcare 10.8%
4 Consumer Discretionary 10.12%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.37M 0.66%
21,603
-2,251
52
$3.35M 0.66%
18,432
-1,620
53
$3.31M 0.65%
30,391
-3,261
54
$3.21M 0.63%
+8,356
55
$3.11M 0.61%
35,229
-1,620
56
$3.03M 0.59%
17,454
-10,283
57
$2.98M 0.58%
18,677
-2,563
58
$2.9M 0.57%
29,127
+605
59
$2.8M 0.55%
22,619
-2,137
60
$2.79M 0.55%
16,381
-119
61
$2.75M 0.54%
23,915
-2,143
62
$2.75M 0.54%
6,107
+173
63
$2.42M 0.47%
11,586
+106
64
$2.4M 0.47%
46,944
-398
65
$2.34M 0.46%
30,613
-2,591
66
$2.29M 0.45%
5,493
+748
67
$2.26M 0.44%
27,227
+270
68
$2.26M 0.44%
7,993
-3,021
69
$2.25M 0.44%
36,376
-66
70
$2.24M 0.44%
26,808
+241
71
$2.2M 0.43%
27,204
-214
72
$2.19M 0.43%
15,370
+2,251
73
$2.13M 0.42%
13,962
-2,853
74
$2.05M 0.4%
7,637
-1,393
75
$2.01M 0.39%
10,195
-589
1 2
3
4 5