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
151
$1.51M 0.26%
+16,573
152
$1.5M 0.26%
17,828
+84
153
$1.49M 0.26%
+74,299
154
$1.47M 0.26%
26,564
-13,515
155
$1.47M 0.25%
12,112
+57
156
$1.43M 0.25%
+11,419
157
$1.43M 0.25%
+16,563
158
$1.35M 0.23%
51,828
+24,083
159
$1.34M 0.23%
4,287
+1,258
160
$1.33M 0.23%
+38,123
161
$1.33M 0.23%
4,871
-889
162
$1.33M 0.23%
14,296
-18,314
163
$1.32M 0.23%
4,995
-1,139
164
$1.3M 0.23%
31,486
-22,294
165
$1.3M 0.23%
41,458
+10,015
166
$1.25M 0.22%
34,212
+162
167
$1.25M 0.22%
+4,296
168
$1.23M 0.21%
75,748
+364
169
$1.23M 0.21%
+29,992
170
$1.21M 0.21%
4,027
-2,647
171
$1.2M 0.21%
62,365
-13,219
172
$1.16M 0.2%
21,861
+104
173
$1.16M 0.2%
26,274
-6,772
174
$1.14M 0.2%
54,345
+17,432
175
$1.14M 0.2%
31,444
+21,101
5 6
7
8 9