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
$418M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.76M
3
+$4.52M
4
VRSK icon
Verisk Analytics
VRSK
+$2.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.02M

Top Sells

1
+$6.59M
2
+$6.38M
3
+$5.77M
4
EL icon
Estee Lauder
EL
+$4M
5
NKE icon
Nike
NKE
+$3.41M

Sector Composition

1 Technology 19.99%
2 Healthcare 14.74%
3 Financials 11.99%
4 Consumer Discretionary 10.37%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.68M 0.4%
22,017
77
$1.68M 0.4%
27,570
-454
78
$1.67M 0.4%
7,866
-19
79
$1.66M 0.4%
48,600
-150
80
$1.64M 0.39%
22,567
+2,873
81
$1.58M 0.38%
+5,377
82
$1.51M 0.36%
5,389
+4
83
$1.49M 0.36%
13,465
-10,386
84
$1.41M 0.34%
+21,730
85
$1.31M 0.31%
16,733
+431
86
$1.25M 0.3%
54,510
87
$1.21M 0.29%
38,838
88
$1.21M 0.29%
1,812
+7
89
$1.2M 0.29%
7,548
+528
90
$1.2M 0.29%
24,004
-2,632
91
$1.18M 0.28%
4,844
-443
92
$1.15M 0.28%
24,103
-110
93
$1.12M 0.27%
3,789
-180
94
$1.11M 0.27%
7,601
+288
95
$1.03M 0.25%
26,501
+823
96
$832K 0.2%
11,632
+107
97
$818K 0.2%
5,925
98
$789K 0.19%
+8,652
99
$719K 0.17%
28,464
+217
100
$605K 0.14%
7,016
-181
2 3
4
5 6