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
$237M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$7.1M
3
+$4.76M
4
FTV icon
Fortive
FTV
+$3.75M
5
AMT icon
American Tower
AMT
+$3.45M

Top Sells

1
+$6.43M
2
+$3.73M
3
+$2.65M
4
BIIB icon
Biogen
BIIB
+$2.11M
5
DHR icon
Danaher
DHR
+$1.79M

Sector Composition

1 Technology 10%
2 Healthcare 8.18%
3 Financials 6.25%
4 Consumer Staples 5.21%
5 Communication Services 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.1M 10.17%
528,933
+217,891
2
$16.5M 6.99%
329,646
-74,364
3
$15.3M 6.49%
138,633
-13,423
4
$8.98M 3.8%
72,469
-7,763
5
$7.1M 3%
+59,649
6
$5.53M 2.34%
94,353
-3,248
7
$5.08M 2.15%
62,851
+31,261
8
$4.8M 2.03%
20,731
-953
9
$4.76M 2.01%
+70,171
10
$4.67M 1.97%
124,496
-9,663
11
$4.61M 1.95%
32,497
-1,392
12
$4.4M 1.86%
132,298
-2,798
13
$4.39M 1.86%
81,590
-3,670
14
$4.35M 1.84%
48,730
-341
15
$4.25M 1.8%
150,436
+7,068
16
$3.84M 1.62%
161,032
-4,868
17
$3.83M 1.62%
60,125
-7,619
18
$3.81M 1.61%
96,749
-22,811
19
$3.75M 1.59%
+88,044
20
$3.69M 1.56%
53,079
-25,751
21
$3.45M 1.46%
+30,413
22
$3.43M 1.45%
37,578
-6,779
23
$3.4M 1.44%
50,813
+1,446
24
$3.38M 1.43%
33,218
+13,735
25
$3.38M 1.43%
15,812
-1,765
1
2 3 4 5