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
$329M
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$2.83M
3
+$1.96M
4
CSL icon
Carlisle Companies
CSL
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.05M

Top Sells

1
+$7.86M
2
+$7.85M
3
+$6.81M
4
AMZN icon
Amazon
AMZN
+$5.2M
5
NFLX icon
Netflix
NFLX
+$4.49M

Sector Composition

1 Technology 23.16%
2 Healthcare 12.51%
3 Financials 10.37%
4 Consumer Discretionary 9.97%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$201K 0.06%
9,065
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