EAM

EFG Asset Management Portfolio holdings

AUM $708M
1-Year Est. Return 34.17%
This Quarter Est. Return
1 Year Est. Return
+34.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$475M
AUM Growth
-$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$3.93M
3
+$3.15M
4
AZO icon
AutoZone
AZO
+$3.12M
5
H icon
Hyatt Hotels
H
+$3.06M

Top Sells

1
+$9.14M
2
+$5.39M
3
+$5.38M
4
SGEN
Seagen Inc. Common Stock
SGEN
+$5.19M
5
ABMD
Abiomed Inc
ABMD
+$3.96M

Sector Composition

1 Healthcare 43.66%
2 Technology 19.36%
3 Consumer Discretionary 13.28%
4 Industrials 6.81%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.12M 0.66%
+1,451
52
$3.06M 0.65%
+41,468
53
$3.05M 0.64%
97,721
+6,221
54
$2.96M 0.62%
7,488
-3,784
55
$2.92M 0.62%
135,940
+30,000
56
$2.86M 0.6%
188,560
-41,460
57
$2.82M 0.59%
+10,062
58
$2.79M 0.59%
17,314
-1,849
59
$2.76M 0.58%
+11,705
60
$2.71M 0.57%
55,710
-12,650
61
$2.66M 0.56%
8,195
+1,121
62
$2.56M 0.54%
65,117
-4,852
63
$2.53M 0.53%
12,845
+972
64
$2.5M 0.53%
9,102
-1,392
65
$2.44M 0.51%
70,295
-9,015
66
$2.4M 0.51%
62,376
+16,068
67
$2.4M 0.51%
35,506
-3,046
68
$2.38M 0.5%
14,210
-1,219
69
$2.38M 0.5%
41,918
-3,597
70
$2.36M 0.5%
16,838
-1,445
71
$2.29M 0.48%
40,175
+1,450
72
$2.06M 0.43%
29,568
-2,537
73
$2.06M 0.43%
7,420
+424
74
$2M 0.42%
16,424
+525
75
$1.99M 0.42%
72,935
-6,260
1 2
3
4 5