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
$732M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.7M
3
+$3.92M
4
NVMI icon
Nova
NVMI
+$3.77M
5
BPMC
Blueprint Medicines
BPMC
+$3.54M

Top Sells

1
+$4.43M
2
+$3.25M
3
+$3.04M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$2.94M
5
LEGN icon
Legend Biotech
LEGN
+$2.88M

Sector Composition

1 Technology 29.68%
2 Healthcare 25.52%
3 Industrials 12.74%
4 Consumer Discretionary 11.74%
5 Financials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.03M 0.82%
68,090
+22,107
27
$5.96M 0.81%
68,004
+31,573
28
$5.86M 0.8%
139,443
+30,055
29
$5.84M 0.8%
30,244
+12,919
30
$5.82M 0.79%
106,064
+48,295
31
$5.58M 0.76%
43,917
+10,725
32
$5.53M 0.76%
13,375
-254
33
$5.48M 0.75%
48,197
+14,240
34
$5.44M 0.74%
31,576
+1,808
35
$5.36M 0.73%
72,599
+45,945
36
$5.35M 0.73%
48,418
+4,154
37
$5.23M 0.71%
13,443
-497
38
$5.1M 0.7%
8,577
+706
39
$5.05M 0.69%
27,750
+10,108
40
$5.04M 0.69%
33,422
+12,345
41
$4.99M 0.68%
189,276
+70,293
42
$4.86M 0.66%
12,055
+3,964
43
$4.74M 0.65%
51,226
+32,228
44
$4.72M 0.64%
78,302
+6,376
45
$4.69M 0.64%
64,937
+14,957
46
$4.66M 0.64%
35,852
+16,344
47
$4.52M 0.62%
42,452
+3,618
48
$4.4M 0.6%
25,264
+9,316
49
$4.38M 0.6%
45,647
+23,247
50
$4.29M 0.59%
15,489
+4,425
1
2
3 4 5