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
201
– –
-7,232
202
– –
-26,030
203
– –
-61,868
204
– –
-8,735
205
– –
-54,754
206
– –
-23,478
207
– –
-55,520
208
– –
-20,175
5 6 7 8
9