Efg Asset Management (Americas) Corp. has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $508 Million distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $28M, Ishares Russell 2000 ETF with a value of $20.2M, Amazon Com Inc with a value of $17.6M, Alphabet Inc. with a value of $17M, and Apple Inc. with a value of $16.1M.

Examining the 13F form we can see an increase of $181M in the current position value, from $327M to 508M.

Below you can find more details about Efg Asset Management (Americas) Corp. portfolio as well as his latest detailed transactions.

Portfolio value $508 Million
Technology: $132 Million
ETFs: $108 Million
Healthcare: $54.5 Million
Financial Services: $51.8 Million
Consumer Cyclical: $46.5 Million
Industrials: $40 Million
Communication Services: $29.5 Million
Consumer Defensive: $21.4 Million
Other: $23.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $508 Million
  • Prior Value $327 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 06, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 13 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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