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
$331M
AUM Growth
+$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$6.36M
2 +$5.12M
3 +$2.96M
4
CSX icon
CSX Corp
CSX
+$2.67M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.64M

Top Sells

1 +$3.03M
2 +$2.13M
3 +$1.99M
4
PPG icon
PPG Industries
PPG
+$1.5M
5
ESPR icon
Esperion Therapeutics
ESPR
+$1.1M

Sector Composition

1 Technology 13.25%
2 Financials 10.95%
3 Healthcare 10.21%
4 Consumer Discretionary 6.72%
5 Industrials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-8,548
127
-12,934
128
-398
129
-8,627
130
-13,393
131
-2,218
132
-5,727