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
51
$3.32M 0.56%
22,323
-2,501
52
$3.29M 0.55%
13,899
-5,081
53
$3.25M 0.54%
20,705
-491
54
$3.24M 0.54%
21,077
-622
55
$3.22M 0.54%
26,039
-877
56
$3.21M 0.54%
45,983
-1,586
57
$3.2M 0.54%
7,125
+445
58
$3.2M 0.54%
17,325
+7,115
59
$3.19M 0.53%
27,766
-943
60
$3.18M 0.53%
18,983
-1,739
61
$3.17M 0.53%
27,511
-5,589
62
$3.17M 0.53%
14,617
+3,146
63
$3.14M 0.53%
7,871
-338
64
$3.14M 0.52%
15,948
+3,706
65
$3.12M 0.52%
18,520
+1,335
66
$3.11M 0.52%
33,689
+5,805
67
$3.11M 0.52%
38,834
+4,398
68
$3.11M 0.52%
3,838
-165
69
$3.04M 0.51%
24,328
-2,275
70
$3.03M 0.51%
13,475
-4,305
71
$3.02M 0.5%
17,642
+1,960
72
$2.99M 0.5%
12,992
+1,474
73
$2.94M 0.49%
41,844
-35,646
74
$2.92M 0.49%
66,976
-15,371
75
$2.89M 0.48%
36,431
-1,760
1 2
3
4 5