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
126
$2.1M 0.35%
37,975
+11,701
127
$2.09M 0.35%
12,220
-411
128
$2.07M 0.35%
94,848
+32,483
129
$2.06M 0.34%
32,164
+6,635
130
$2.03M 0.34%
45,968
+14,524
131
$2.01M 0.34%
19,508
-293
132
$1.98M 0.33%
+51,990
133
$1.98M 0.33%
8,263
-355
134
$1.98M 0.33%
9,522
+2,573
135
$1.97M 0.33%
16,109
+1,161
136
$1.97M 0.33%
31,099
+12,192
137
$1.97M 0.33%
13,053
+941
138
$1.93M 0.32%
36,917
-1,243
139
$1.92M 0.32%
28,628
+2,064
140
$1.85M 0.31%
29,950
+16,105
141
$1.84M 0.31%
23,030
+11,611
142
$1.83M 0.31%
22,400
+5,837
143
$1.83M 0.31%
26,654
-325
144
$1.82M 0.3%
32,236
-5,887
145
$1.82M 0.3%
18,998
+5,635
146
$1.81M 0.3%
16,101
-491
147
$1.81M 0.3%
34,234
+2,468
148
$1.8M 0.3%
19,213
+1,385
149
$1.79M 0.3%
15,519
+1,118
150
$1.78M 0.3%
74,408
+20,063
4 5
6
7 8