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
$489M
AUM Growth
+$62K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$9.98M
2 +$7.75M
3 +$4.5M
4
COST icon
Costco
COST
+$3.77M
5
RH icon
RH
RH
+$3.46M

Top Sells

1 +$8.06M
2 +$4.71M
3 +$4.49M
4
AMZN icon
Amazon
AMZN
+$4.24M
5
NOW icon
ServiceNow
NOW
+$3.98M

Sector Composition

1 Technology 19.27%
2 Financials 14.18%
3 Healthcare 13.75%
4 Consumer Discretionary 13.27%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-13,571
152
-37,940
153
-11,771