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
$230M
AUM Growth
-$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$4.14M
3 +$3.48M
4
BAX icon
Baxter International
BAX
+$3.25M
5
WBT
Welbilt, Inc.
WBT
+$3.02M

Top Sells

1 +$21M
2 +$3.4M
3 +$2.92M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.79M
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
126
-3,436
127
-68