EAMA

EFG Asset Management (Americas) Portfolio holdings

AUM $579M
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
-$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$4.03M
3
+$3.64M
4
BAX icon
Baxter International
BAX
+$3.39M
5
WBT
Welbilt, Inc.
WBT
+$2.67M

Top Sells

1
+$20.6M
2
+$3.4M
3
+$2.71M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.65M
5
APTV icon
Aptiv
APTV
+$2.28M

Sector Composition

1 Technology 10.04%
2 Healthcare 8.02%
3 Financials 7.97%
4 Communication Services 5.82%
5 Industrials 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$157K 0.07%
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102
$134K 0.06%
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