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
76
$2.89M 0.48%
8,170
+2,573
77
$2.88M 0.48%
59,078
-12,001
78
$2.88M 0.48%
5,557
+585
79
$2.87M 0.48%
19,352
-831
80
$2.83M 0.47%
50,142
+4,673
81
$2.82M 0.47%
13,507
+1,050
82
$2.81M 0.47%
61,305
+31,313
83
$2.8M 0.47%
11,064
-44
84
$2.79M 0.47%
10,397
-351
85
$2.77M 0.46%
118,983
+44,684
86
$2.72M 0.45%
37,129
+2,677
87
$2.68M 0.45%
13,246
-569
88
$2.67M 0.45%
6,424
+1,109
89
$2.64M 0.44%
22,470
+2,752
90
$2.63M 0.44%
39,205
+7,400
91
$2.62M 0.44%
14,466
+1,910
92
$2.62M 0.44%
42,319
+2,541
93
$2.61M 0.44%
22,818
-7,624
94
$2.6M 0.43%
11,049
+2,990
95
$2.59M 0.43%
4,094
-177
96
$2.56M 0.43%
17,948
+3,322
97
$2.56M 0.43%
31,654
+1,474
98
$2.5M 0.42%
89,276
+25,760
99
$2.48M 0.42%
9,151
-393
100
$2.47M 0.41%
16,261
-1,981
2 3
4
5 6