EAMA

EFG Asset Management (Americas) Portfolio holdings

AUM $579M
1-Year Est. Return 24.22%
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$494M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$7.36M
2
+$4.71M
3
+$3.73M
4
PWR icon
Quanta Services
PWR
+$2.6M
5
SPOT icon
Spotify
SPOT
+$2.17M

Top Sells

1
+$5.48M
2
+$2.49M
3
+$2.28M
4
AWK icon
American Water Works
AWK
+$2.2M
5
AAPL icon
Apple
AAPL
+$2.18M

Sector Composition

1 Technology 23.73%
2 Financials 12.36%
3 Consumer Discretionary 10.86%
4 Industrials 9.78%
5 Healthcare 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.2M 0.65%
30,740
-252
52
$2.94M 0.59%
16,990
+288
53
$2.93M 0.59%
48,825
+946
54
$2.85M 0.58%
25,248
-3,509
55
$2.66M 0.54%
16,031
-1,300
56
$2.62M 0.53%
17,665
-4,347
57
$2.6M 0.53%
+10,240
58
$2.48M 0.5%
39,032
-1,240
59
$2.47M 0.5%
5,893
-144
60
$2.46M 0.5%
11,757
-78
61
$2.46M 0.5%
13,440
-1,647
62
$2.43M 0.49%
13,389
-3,239
63
$2.43M 0.49%
1,315
-276
64
$2.34M 0.47%
35,037
-659
65
$2.34M 0.47%
29,648
+952
66
$2.31M 0.47%
15,766
-5,390
67
$2.3M 0.47%
30,021
+256
68
$2.26M 0.46%
27,598
+655
69
$2.21M 0.45%
30,547
-2,812
70
$2.17M 0.44%
+3,949
71
$2.17M 0.44%
6,371
-942
72
$2.13M 0.43%
25,758
-1,958
73
$2.12M 0.43%
+23,615
74
$2.1M 0.43%
17,696
+519
75
$2.06M 0.42%
+6,093
1 2
3
4 5