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
$329M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.42M
3
+$4.02M
4
SAGE
Sage Therapeutics
SAGE
+$3.21M
5
TWLO icon
Twilio
TWLO
+$2.43M

Top Sells

1
+$3.48M
2
+$3.35M
3
+$3.01M
4
MA icon
Mastercard
MA
+$2.46M
5
LOXO
Loxo Oncology, Inc
LOXO
+$2.09M

Sector Composition

1 Technology 19.59%
2 Healthcare 13.68%
3 Financials 10.03%
4 Consumer Discretionary 8.34%
5 Communication Services 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15M 0.35%
36,004
+11,034
77
$1M 0.31%
18,614
+12,504
78
$976K 0.3%
17,702
-1,826
79
$945K 0.29%
13,949
-2,312
80
$928K 0.28%
18,328
+3,799
81
$918K 0.28%
3,059
+1,267
82
$866K 0.26%
8,820
83
$844K 0.26%
+6,947
84
$803K 0.24%
5,744
+2,234
85
$758K 0.23%
4,152
-290
86
$723K 0.22%
13,018
-11,165
87
$701K 0.21%
+4,259
88
$605K 0.18%
7,399
+3,101
89
$590K 0.18%
16,144
-865
90
$589K 0.18%
5,350
-456
91
$535K 0.16%
+9,102
92
$505K 0.15%
21,304
+2,783
93
$482K 0.15%
19,035
-1,058
94
$474K 0.14%
8,217
+2,433
95
$469K 0.14%
9,119
+1,019
96
$461K 0.14%
10,285
+67
97
$433K 0.13%
11,027
+3,241
98
$419K 0.13%
10,398
+3,248
99
$398K 0.12%
4,598
-57
100
$397K 0.12%
8,234
+62
1 2 3
4
5