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
$277M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$1.6M
3
+$1.4M
4
BAC icon
Bank of America
BAC
+$1.33M
5
JPM icon
JPMorgan Chase
JPM
+$1.14M

Top Sells

1
+$5.57M
2
+$2.21M
3
+$1.87M
4
KHC icon
Kraft Heinz
KHC
+$1.17M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$871K

Sector Composition

1 Technology 10.03%
2 Financials 8.69%
3 Healthcare 7.51%
4 Consumer Discretionary 5.35%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$788K 0.28%
14,638
+3,950
77
$784K 0.28%
4,540
+1,690
78
$780K 0.28%
+7,107
79
$777K 0.28%
9,384
+1,331
80
$762K 0.28%
5,842
+1,756
81
$758K 0.27%
8,991
-3,175
82
$726K 0.26%
3,266
+600
83
$715K 0.26%
14,214
+4,752
84
$697K 0.25%
20,103
+7,157
85
$668K 0.24%
11,359
-731
86
$665K 0.24%
5,818
87
$647K 0.23%
11,792
-212
88
$641K 0.23%
13,270
+2,329
89
$607K 0.22%
15,000
90
$598K 0.22%
15,619
-1,606
91
$597K 0.22%
3,162
+922
92
$586K 0.21%
12,177
+3,612
93
$575K 0.21%
16,730
-6,655
94
$571K 0.21%
+25,590
95
$567K 0.2%
10,904
96
$547K 0.2%
8,276
+2,360
97
$535K 0.19%
+4,395
98
$535K 0.19%
5,263
+495
99
$534K 0.19%
3,095
+752
100
$517K 0.19%
15,529
+3,348
2 3
4
5 6