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
$379M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$5.42M
3
+$3.59M
4
MKTX icon
MarketAxess Holdings
MKTX
+$3.15M
5
NVDA icon
NVIDIA
NVDA
+$2.95M

Top Sells

1
+$5.98M
2
+$4.99M
3
+$4.02M
4
TWLO icon
Twilio
TWLO
+$2.4M
5
BR icon
Broadridge
BR
+$2.12M

Sector Composition

1 Technology 17.17%
2 Financials 15.56%
3 Healthcare 14.27%
4 Communication Services 7.63%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.56M 0.41%
7,358
+1,671
77
$1.51M 0.4%
+25,075
78
$1.48M 0.39%
13,193
+3,971
79
$1.43M 0.38%
24,668
+4,966
80
$1.38M 0.36%
19,892
-418
81
$1.37M 0.36%
22,224
+11,491
82
$1.36M 0.36%
18,570
+2,465
83
$1.33M 0.35%
35,907
+22,174
84
$1.27M 0.34%
43,099
+23,602
85
$1.18M 0.31%
8,271
+4,964
86
$1.16M 0.31%
9,049
-1,561
87
$1.14M 0.3%
32,218
-1,738
88
$1.14M 0.3%
19,137
+12,510
89
$1.13M 0.3%
5,320
-955
90
$1.12M 0.29%
66,157
+46,420
91
$1.07M 0.28%
15,284
+10,325
92
$1.04M 0.27%
10,913
+7,870
93
$1.02M 0.27%
11,475
+8,118
94
$1.01M 0.27%
11,181
+7,228
95
$967K 0.26%
8,488
+6,159
96
$959K 0.25%
6,947
97
$941K 0.25%
+2,910
98
$932K 0.25%
8,820
99
$873K 0.23%
13,311
+3,996
100
$737K 0.19%
13,707
-32
2 3
4
5 6