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
$579M
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$3.61M
2 +$2.26M
3 +$2.11M
4
CSL icon
Carlisle Companies
CSL
+$1.97M
5
VRT icon
Vertiv
VRT
+$1.83M

Top Sells

1 +$4.46M
2 +$3.83M
3 +$3.48M
4
U icon
Unity
U
+$3.34M
5
KLAC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-34,302
202
-7,514