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
101
$2.46M 0.41%
13,529
+974
102
$2.46M 0.41%
27,712
+1,998
103
$2.44M 0.41%
57,769
+4,166
104
$2.42M 0.4%
97,208
+31,475
105
$2.41M 0.4%
72,842
+5,254
106
$2.39M 0.4%
8,916
-1,059
107
$2.38M 0.4%
6,894
+493
108
$2.37M 0.4%
8,646
-2,010
109
$2.36M 0.4%
12,178
-912
110
$2.36M 0.39%
+21,664
111
$2.32M 0.39%
11,804
-5,131
112
$2.3M 0.38%
15,903
-659
113
$2.3M 0.38%
27,403
-9,474
114
$2.29M 0.38%
81,761
+5,897
115
$2.28M 0.38%
17,860
+1,287
116
$2.27M 0.38%
24,197
-8,517
117
$2.19M 0.37%
62,009
+15,203
118
$2.18M 0.37%
25,166
+12,198
119
$2.16M 0.36%
7,701
-6,026
120
$2.14M 0.36%
17,229
+3,950
121
$2.13M 0.36%
65,181
+4,701
122
$2.12M 0.35%
7,274
+2,403
123
$2.12M 0.35%
5,436
+383
124
$2.11M 0.35%
46,508
+3,819
125
$2.1M 0.35%
73,818
+15,748
3 4
5
6 7