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Home > Institutional Investor > Efg Asset Management (americas) Corp. > Profile

Instuitional Investor - Efg Asset Management (americas) Corp.

Fund Profile
Filing Period:
Fund Name: Efg Asset Management (americas) Corp.
Portfolio Value $463,349,666
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 62,705 $23,579,502 5.08%
2.
Ishares Trust
 IEF 112,928 $22,665,831 4.89%
3.
Alphabet Inc.
 GOOG 116,905 $16,475,422 3.55%
4.
Apple Inc.
 AAPL 77,441 $14,909,706 3.21%
5.
Amazon Com Inc
 AMZN 96,433 $14,652,030 3.16%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)