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
$514M
AUM Growth
+$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$6.73M
2 +$4.41M
3 +$3.61M
4
ULTA icon
Ulta Beauty
ULTA
+$3.26M
5
JPM icon
JPMorgan Chase
JPM
+$2.36M

Top Sells

1 +$3.54M
2 +$3.38M
3 +$3.07M
4
CCI icon
Crown Castle
CCI
+$2.99M
5
OTIS icon
Otis Worldwide
OTIS
+$2.52M

Sector Composition

1 Technology 24.28%
2 Consumer Discretionary 12.51%
3 Financials 12.45%
4 Industrials 9.31%
5 Healthcare 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,483
127
-8,144