EAMA
EFG Asset Management (Americas) Portfolio holdings
AUM
$542M
This Quarter Return
+7.46%
1 Year Return
+23.64%
3 Year Return
+90.34%
5 Year Return
+140.68%
10 Year Return
+367.63%
AUM
$351M
AUM Growth
+$351M
(+6.7%)
Cap. Flow
+$2.76M
Cap. Flow
% of AUM
0.79%
Top 10 Holdings %
Top 10 Hldgs %
26.72%
Holding
124
New
9
Increased
39
Reduced
61
Closed
9
Top Buys
| 1 |
Danaher
DHR
|
$4.1M |
| 2 |
Zoetis
ZTS
|
$3.46M |
| 3 |
Air Products & Chemicals
APD
|
$2.91M |
| 4 |
Blackstone
BX
|
$2.79M |
| 5 |
Waste Connections
WCN
|
$2.59M |
Top Sells
| 1 |
SIVB
SVB Financial Group
SIVB
|
$2.7M |
| 2 |
Carvana
CVNA
|
$2.22M |
| 3 |
Fortive
FTV
|
$2M |
| 4 |
RH
RH
|
$1.85M |
| 5 |
ServiceNow
NOW
|
$1.83M |
Sector Composition
| 1 | Technology | 19.37% |
| 2 | Healthcare | 15.6% |
| 3 | Financials | 9.82% |
| 4 | Consumer Discretionary | 6.92% |
| 5 | Communication Services | 6.84% |
