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
$163M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$1.81M
3
+$1.69M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.42M
5
WFC icon
Wells Fargo
WFC
+$1.29M

Top Sells

1
+$1.31M
2
+$572K
3
+$456K
4
MPC icon
Marathon Petroleum
MPC
+$408K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$365K

Sector Composition

1 Healthcare 4.51%
2 Financials 3.61%
3 Technology 3.19%
4 Communication Services 2.65%
5 Consumer Staples 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
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