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
151
$1.78M 0.3%
6,391
+3,173
152
$1.76M 0.29%
55,759
+14,301
153
$1.75M 0.29%
37,364
+11,797
154
$1.71M 0.29%
5,315
+1,028
155
$1.7M 0.28%
5,382
+387
156
$1.64M 0.27%
11,755
+5,590
157
$1.63M 0.27%
46,005
+12,978
158
$1.62M 0.27%
6,970
-3,369
159
$1.62M 0.27%
11,450
-1,900
160
$1.58M 0.26%
4,397
+101
161
$1.58M 0.26%
32,944
+15,469
162
$1.54M 0.26%
30,588
-1,031
163
$1.53M 0.26%
52,210
+15,429
164
$1.53M 0.26%
1,977
-463
165
$1.51M 0.25%
7,170
-1,721
166
$1.41M 0.24%
+15,065
167
$1.4M 0.23%
+100,875
168
$1.4M 0.23%
16,449
+210
169
$1.37M 0.23%
11,034
-5,873
170
$1.34M 0.22%
51,659
+17,012
171
$1.26M 0.21%
84,623
-16,315
172
$1.11M 0.18%
17,348
-4,314
173
$1.1M 0.18%
44,608
-10,504
174
$1.1M 0.18%
27,486
-12,555
175
$1.09M 0.18%
4,051
-2,137
5 6
7
8 9