EAMA
EFG Asset Management (Americas) Portfolio holdings
AUM
$542M
This Quarter Return
+18.17%
1 Year Return
+23.64%
3 Year Return
+90.34%
5 Year Return
+140.68%
10 Year Return
+367.63%
AUM
$329M
AUM Growth
+$329M
(+18%)
Cap. Flow
+$7.41M
Cap. Flow
% of AUM
2.25%
Top 10 Holdings %
Top 10 Hldgs %
28.16%
Holding
124
New
20
Increased
51
Reduced
43
Closed
9
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$5.29M |
| 2 |
Comcast
CMCSA
|
$4.42M |
| 3 |
SS&C Technologies
SSNC
|
$4.02M |
| 4 |
SAGE
Sage Therapeutics
SAGE
|
$3.21M |
| 5 |
Twilio
TWLO
|
$2.43M |
Top Sells
| 1 |
Bank of America
BAC
|
$3.48M |
| 2 |
Take-Two Interactive
TTWO
|
$3.35M |
| 3 |
XPO
XPO
|
$3.01M |
| 4 |
Mastercard
MA
|
$2.46M |
| 5 |
LOXO
Loxo Oncology, Inc
LOXO
|
$2.09M |
Sector Composition
| 1 | Technology | 19.59% |
| 2 | Healthcare | 13.68% |
| 3 | Financials | 10.03% |
| 4 | Consumer Discretionary | 8.34% |
| 5 | Communication Services | 7.22% |
