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
$510M
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$8.34M
3
+$5.05M
4
AAPL icon
Apple
AAPL
+$4.97M
5
AMZN icon
Amazon
AMZN
+$4.49M

Top Sells

1
+$3.32M
2
+$2.74M
3
+$1.3M
4
EXAS icon
Exact Sciences
EXAS
+$1.07M
5
PANW icon
Palo Alto Networks
PANW
+$867K

Sector Composition

1 Technology 25.15%
2 Healthcare 10.68%
3 Financials 10.14%
4 Consumer Discretionary 9.03%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28M 5.49%
62,715
+18,670
2
$20.2M 3.96%
99,676
+19,142
3
$17.6M 3.44%
90,816
+23,210
4
$17M 3.34%
92,824
+27,559
5
$16.1M 3.16%
76,494
+23,588
6
$12.7M 2.5%
28,892
+8,616
7
$12.1M 2.38%
+98,257
8
$12.1M 2.37%
275,603
+55,332
9
$10.4M 2.03%
51,296
+20,311
10
$9.86M 1.93%
36,595
+11,799
11
$9.77M 1.91%
19,177
+5,680
12
$9.59M 1.88%
17,256
+6,369
13
$8.54M 1.67%
58,409
+16,549
14
$8.44M 1.65%
12,513
+3,788
15
$8.42M 1.65%
51,036
+15,046
16
$8.15M 1.6%
41,477
+12,712
17
$8.13M 1.59%
40,629
+11,600
18
$8.06M 1.58%
10,245
+3,138
19
$7.91M 1.55%
12,040
+3,564
20
$7.85M 1.54%
39,404
+15,116
21
$7.48M 1.46%
77,658
+22,285
22
$7.35M 1.44%
108,483
+31,122
23
$7.17M 1.4%
16,070
+4,881
24
$6.85M 1.34%
27,413
+8,610
25
$6.67M 1.31%
62,276
+30,931
1
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