Efg Asset Management (North America) Corp. Portfolio Holdings
Efg Asset Management (North America) Corp.
- $580 Million
- Q1 2025
Efg Asset Management (North America) Corp. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $580 Million distributed in 176 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $16M, Nvidia Corp with a value of $16M, Alphabet Inc. with a value of $14.9M, Meta Platforms, Inc. with a value of $13.6M, and Apple Inc. with a value of $12.6M.
Examining the 13F form we can see an decrease of $125M in the current position value, from $705M to 580M.
Below you can find more details about Efg Asset Management (North America) Corp. portfolio as well as his latest detailed transactions.
Portfolio value
$580 Million
Technology: $161 Million
Healthcare: $154 Million
Consumer Cyclical: $71.8 Million
Industrials: $67.4 Million
Financial Services: $49.8 Million
Communication Services: $47.7 Million
Consumer Defensive: $13.4 Million
Energy: $8.56 Million
Other: $3.03 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 176
- Current Value $580 Million
- Prior Value $705 Million
- Filing
- Period Q1 2025
- Filing Date May 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 22 stocks
- Additional Purchases 46 stocks
- Sold out of 0 stocks
- Reduced holdings in 108 stocks