EAMA

EFG Asset Management (Americas) Portfolio holdings

AUM $579M
1-Year Est. Return 24.22%
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$494M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$7.36M
2
+$4.71M
3
+$3.73M
4
PWR icon
Quanta Services
PWR
+$2.6M
5
SPOT icon
Spotify
SPOT
+$2.17M

Top Sells

1
+$5.48M
2
+$2.49M
3
+$2.28M
4
AWK icon
American Water Works
AWK
+$2.2M
5
AAPL icon
Apple
AAPL
+$2.18M

Sector Composition

1 Technology 23.73%
2 Financials 12.36%
3 Consumer Discretionary 10.86%
4 Industrials 9.78%
5 Healthcare 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.02M 0.41%
16,563
+15
77
$2.02M 0.41%
7,754
-6,998
78
$1.96M 0.4%
7,604
-883
79
$1.96M 0.4%
2,068
-17
80
$1.86M 0.38%
13,153
-1,689
81
$1.85M 0.38%
7,831
+33
82
$1.82M 0.37%
9,162
-1,141
83
$1.8M 0.37%
7,924
-984
84
$1.78M 0.36%
32,560
+866
85
$1.7M 0.34%
6,995
-36
86
$1.69M 0.34%
+7,796
87
$1.69M 0.34%
9,400
+95
88
$1.65M 0.33%
14,718
+454
89
$1.64M 0.33%
6,263
-1,819
90
$1.64M 0.33%
8,137
-1,007
91
$1.64M 0.33%
69,581
-1,975
92
$1.64M 0.33%
28,107
+5,826
93
$1.61M 0.33%
16,192
-9,007
94
$1.59M 0.32%
5,606
-689
95
$1.58M 0.32%
35,010
+282
96
$1.56M 0.32%
27,561
-3,444
97
$1.5M 0.3%
17,157
-1,699
98
$1.47M 0.3%
5,346
-167
99
$1.46M 0.29%
14,168
+253
100
$1.43M 0.29%
3,901
+103
2 3
4
5 6