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
$732M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.7M
3
+$3.92M
4
NVMI icon
Nova
NVMI
+$3.77M
5
BPMC
Blueprint Medicines
BPMC
+$3.54M

Top Sells

1
+$4.43M
2
+$3.25M
3
+$3.04M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$2.94M
5
LEGN icon
Legend Biotech
LEGN
+$2.88M

Sector Composition

1 Technology 29.68%
2 Healthcare 25.52%
3 Industrials 12.74%
4 Consumer Discretionary 11.74%
5 Financials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.12M 0.29%
11,724
-496
152
$2.1M 0.29%
15,883
+1,417
153
$2.09M 0.29%
8,537
+3,155
154
$2.08M 0.28%
10,066
+4,034
155
$2.04M 0.28%
35,471
-1,446
156
$1.96M 0.27%
133,756
+49,133
157
$1.93M 0.26%
82,818
+30,608
158
$1.88M 0.26%
108,854
+14,006
159
$1.87M 0.26%
9,000
+737
160
$1.85M 0.25%
9,986
-3,489
161
$1.83M 0.25%
73,981
+163
162
$1.83M 0.25%
145,629
-98,791
163
$1.83M 0.25%
+11,840
164
$1.82M 0.25%
13,321
-14,190
165
$1.75M 0.24%
2,921
+1,062
166
$1.74M 0.24%
17,493
+6,459
167
$1.73M 0.24%
+7,849
168
$1.65M 0.23%
8,959
-2,845
169
$1.65M 0.23%
69,728
+26,046
170
$1.5M 0.2%
+6,042
171
$1.38M 0.19%
43,157
+10,087
172
$1.25M 0.17%
+4,143
173
$1.24M 0.17%
+8,546
174
$1.1M 0.15%
+41,338
175
– –
-17,348
4 5 6
7
8