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
$577M
AUM Growth
-$2.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.63M
3
+$1.59M
4
OII icon
Oceaneering
OII
+$1.55M
5
MC icon
Moelis & Co
MC
+$1.53M

Top Sells

1
+$6.56M
2
+$3.07M
3
+$3.02M
4
RBLX icon
Roblox
RBLX
+$2.36M
5
MDT icon
Medtronic
MDT
+$2.27M

Sector Composition

1 Healthcare 32.42%
2 Technology 26.6%
3 Consumer Discretionary 12.89%
4 Industrials 10.35%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.26M 0.57%
13,815
-544
52
$3.22M 0.56%
27,205
+128
53
$3.2M 0.56%
4,070
-160
54
$3.19M 0.55%
21,196
+2,343
55
$3.16M 0.55%
67,588
+319
56
$3.15M 0.55%
71,079
+1,820
57
$3.13M 0.54%
24,824
+4,765
58
$3.02M 0.52%
68,574
-2,699
59
$3.01M 0.52%
27,884
+132
60
$2.99M 0.52%
25,246
+120
61
$2.9M 0.5%
10,748
-1,714
62
$2.87M 0.5%
27,849
-15,137
63
$2.85M 0.49%
26,916
-1,973
64
$2.84M 0.49%
36,877
-1,452
65
$2.77M 0.48%
18,242
-1,337
66
$2.76M 0.48%
4,972
-196
67
$2.74M 0.48%
9,975
-1,570
68
$2.74M 0.48%
31,707
+9,341
69
$2.74M 0.47%
10,656
-419
70
$2.71M 0.47%
22,809
+482
71
$2.71M 0.47%
6,680
+1,643
72
$2.68M 0.46%
12,457
-3,662
73
$2.67M 0.46%
20,722
+8,199
74
$2.66M 0.46%
15,682
-6,142
75
$2.64M 0.46%
21,699
+103
1 2
3
4 5