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
$418M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.76M
3
+$4.52M
4
VRSK icon
Verisk Analytics
VRSK
+$2.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.02M

Top Sells

1
+$6.59M
2
+$6.38M
3
+$5.77M
4
EL icon
Estee Lauder
EL
+$4M
5
NKE icon
Nike
NKE
+$3.41M

Sector Composition

1 Technology 19.99%
2 Healthcare 14.74%
3 Financials 11.99%
4 Consumer Discretionary 10.37%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$263K 0.06%
1,794
127
$260K 0.06%
17,355
+5,519
128
$258K 0.06%
5,390
129
$255K 0.06%
6,674
+976
130
$240K 0.06%
1,738
+77
131
$224K 0.05%
+3,214
132
$221K 0.05%
+3,256
133
$215K 0.05%
+6,641
134
$186K 0.04%
+10,882
135
– –
-16,720
136
– –
-11,924
137
– –
-8,352
138
– –
-15,216
139
– –
-1,530
140
– –
-1,336
141
– –
-3,043
142
– –
-750
2 3 4 5
6