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
126
$1.8M 0.31%
47,123
-6,111
127
$1.8M 0.31%
11,471
-2,497
128
$1.79M 0.31%
25,529
+7,908
129
$1.79M 0.31%
39,778
-2,915
130
$1.79M 0.31%
14,948
-5,223
131
$1.78M 0.31%
19,801
-5,534
132
$1.74M 0.3%
46,806
+222
133
$1.73M 0.3%
40,041
+192
134
$1.72M 0.3%
31,766
+150
135
$1.7M 0.3%
55,112
+9,419
136
$1.7M 0.29%
5,597
+1,045
137
$1.66M 0.29%
63,516
-14,091
138
$1.64M 0.28%
118,419
-9,888
139
$1.6M 0.28%
60,480
+286
140
$1.59M 0.28%
14,401
+68
141
$1.59M 0.28%
13,350
+2,328
142
$1.59M 0.28%
14,626
+4,921
143
$1.59M 0.28%
42,689
+202
144
$1.59M 0.28%
+10,210
145
$1.55M 0.27%
+65,733
146
$1.55M 0.27%
6,188
-453
147
$1.53M 0.27%
+26,979
148
$1.53M 0.27%
58,070
+11,000
149
$1.53M 0.26%
6,949
-8,167
150
$1.51M 0.26%
21,662
-4,648
4 5
6
7 8