EAM

EFG Asset Management Portfolio holdings

AUM $773M
1-Year Est. Return 40.1%
This Quarter Est. Return
1 Year Est. Return
+40.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$598M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$2.36M
3
+$1.98M
4
RNA icon
Avidity Biosciences
RNA
+$1.44M
5
SIGI icon
Selective Insurance
SIGI
+$1.41M

Top Sells

1
+$3.02M
2
+$2.71M
3
+$2.59M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$2.51M
5
EW icon
Edwards Lifesciences
EW
+$2.36M

Sector Composition

1 Healthcare 30.95%
2 Technology 27.36%
3 Consumer Discretionary 12.23%
4 Industrials 11.59%
5 Communication Services 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.28M 0.72%
14,358
-1,587
27
$4.25M 0.71%
11,548
-2,507
28
$4.25M 0.71%
44,264
-7,256
29
$4.14M 0.69%
71,926
-30,086
30
$4.09M 0.68%
354,329
+23,257
31
$4.08M 0.68%
49,980
-2,150
32
$4.03M 0.67%
108,273
+18,215
33
$3.91M 0.65%
21,489
-615
34
$3.9M 0.65%
25,047
-844
35
$3.88M 0.65%
6,252
+1,114
36
$3.82M 0.64%
29,319
+2,114
37
$3.81M 0.64%
19,513
-6,921
38
$3.76M 0.63%
8,091
-348
39
$3.71M 0.62%
50,867
-3,031
40
$3.7M 0.62%
11,173
-480
41
$3.68M 0.61%
14,445
-1,467
42
$3.66M 0.61%
+33,192
43
$3.66M 0.61%
53,713
-5,183
44
$3.56M 0.59%
26,753
-1,096
45
$3.52M 0.59%
15,279
-656
46
$3.5M 0.59%
9,702
-1,972
47
$3.48M 0.58%
21,812
-1,432
48
$3.38M 0.57%
23,333
-1,913
49
$3.38M 0.57%
33,957
+2,250
50
$3.35M 0.56%
20,406
-876
1
2
3 4 5