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
$385M
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1 +$6.42M
2 +$4.78M
3 +$4.24M
4
SHW icon
Sherwin-Williams
SHW
+$4.24M
5
TRP icon
TC Energy
TRP
+$3.74M

Top Sells

1 +$7.43M
2 +$5.06M
3 +$4.08M
4
CMCSA icon
Comcast
CMCSA
+$3.71M
5
ICE icon
Intercontinental Exchange
ICE
+$3.7M

Sector Composition

1 Technology 21.19%
2 Healthcare 14.06%
3 Financials 13.6%
4 Consumer Discretionary 10.04%
5 Communication Services 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
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127
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128
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129
-34,469
130
-42,527
131
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132
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133
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134
-9,733
135
-101,896
136
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137
-17,494