EAM
EFG Asset Management Portfolio holdings
AUM
$708M
1-Year Return
34.17%
This Quarter Return
+16.21%
1 Year Return
+34.17%
3 Year Return
+178.74%
5 Year Return
–
10 Year Return
–
AUM
$579M
AUM Growth
+$51.8M
(+9.8%)
Cap. Flow
-$5.4M
Cap. Flow
% of AUM
-0.93%
Top 10 Holdings %
Top 10 Hldgs %
19.57%
Holding
202
New
18
Increased
97
Reduced
75
Closed
12
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$3.61M |
| 2 |
Ultragenyx Pharmaceutical
RARE
|
$2.26M |
| 3 |
Exact Sciences
EXAS
|
$2.11M |
| 4 |
Carlisle Companies
CSL
|
$1.97M |
| 5 |
Vertiv
VRT
|
$1.83M |
Top Sells
| 1 |
CRISPR Therapeutics
CRSP
|
$4.46M |
| 2 |
Workday
WDAY
|
$3.83M |
| 3 |
LPL Financial
LPLA
|
$3.48M |
| 4 |
Unity
U
|
$3.34M |
| 5 |
KLA
KLAC
|
$2.55M |
Sector Composition
| 1 | Healthcare | 34.24% |
| 2 | Technology | 24.7% |
| 3 | Consumer Discretionary | 13.25% |
| 4 | Industrials | 10.52% |
| 5 | Communication Services | 8.34% |