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
$237M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$7.1M
3
+$4.76M
4
FTV icon
Fortive
FTV
+$3.75M
5
AMT icon
American Tower
AMT
+$3.45M

Top Sells

1
+$6.43M
2
+$3.73M
3
+$2.65M
4
BIIB icon
Biogen
BIIB
+$2.11M
5
DHR icon
Danaher
DHR
+$1.79M

Sector Composition

1 Technology 10%
2 Healthcare 8.18%
3 Financials 6.25%
4 Consumer Staples 5.21%
5 Communication Services 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$502K 0.21%
8,634
-1,628
77
$491K 0.21%
13,386
+590
78
$455K 0.19%
+9,487
79
$453K 0.19%
8,967
+327
80
$444K 0.19%
3,931
+249
81
$379K 0.16%
+8,345
82
$375K 0.16%
2,984
83
$372K 0.16%
12,322
+3,587
84
$364K 0.15%
8,613
85
$345K 0.15%
12,190
+3,346
86
$339K 0.14%
8,120
+1,781
87
$331K 0.14%
13,369
+4,441
88
$301K 0.13%
6,124
89
$287K 0.12%
+6,916
90
$255K 0.11%
+10,021
91
$235K 0.1%
832
92
$227K 0.1%
+8,252
93
$223K 0.09%
3,625
-463
94
$218K 0.09%
+5,810
95
$211K 0.09%
5,100
-684
96
$210K 0.09%
+11,560
97
$189K 0.08%
4,493
+847
98
$175K 0.07%
+4,000
99
$173K 0.07%
18,550
100
$146K 0.06%
+5,877
1 2 3
4
5