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
$379M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$5.9M
2 +$5.42M
3 +$3.59M
4
MKTX icon
MarketAxess Holdings
MKTX
+$3.15M
5
NVDA icon
NVIDIA
NVDA
+$2.95M

Top Sells

1 +$5.98M
2 +$4.99M
3 +$4.02M
4
TWLO icon
Twilio
TWLO
+$2.4M
5
BR icon
Broadridge
BR
+$2.12M

Sector Composition

1 Technology 17.17%
2 Financials 15.56%
3 Healthcare 14.27%
4 Communication Services 7.63%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-24,062
127
-21,787