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
$237M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$7.1M
3
+$4.76M
4
FTV icon
Fortive
FTV
+$3.75M
5
AMT icon
American Tower
AMT
+$3.45M

Top Sells

1
+$6.43M
2
+$3.73M
3
+$2.65M
4
BIIB icon
Biogen
BIIB
+$2.11M
5
DHR icon
Danaher
DHR
+$1.79M

Sector Composition

1 Technology 10%
2 Healthcare 8.18%
3 Financials 6.25%
4 Consumer Staples 5.21%
5 Communication Services 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$145K 0.06%
+2,452
102
$112K 0.05%
+3,260
103
$93K 0.04%
+890
104
$91K 0.04%
+417
105
$88K 0.04%
+3,436
106
$76K 0.03%
+897
107
$68K 0.03%
+2,781
108
$66K 0.03%
+753
109
$41K 0.02%
+1,543
110
$38K 0.02%
1,200
-6,366
111
$35K 0.01%
+430
112
$20K 0.01%
+328
113
$15K 0.01%
+133
114
$6K ﹤0.01%
+216
115
$3K ﹤0.01%
+72
116
$3K ﹤0.01%
+68
117
– –
-8,630
118
– –
-19,102
119
– –
-34,366
120
– –
-133,692
121
– –
-9,239
122
– –
-7,034
123
– –
-35,646
124
– –
-9,961
1 2 3 4
5