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
201
– –
-22,809
202
– –
-68,574
203
– –
-23,664
204
– –
-34,212
5 6 7 8
9