EA

EFG Asset Management (Americas) Corp.

13F
EFG Asset Management (Americas) Corp.
Last update 2025-05-08 134 Stocks (16 new)
Value $494.00 Mil Turnover 8 %
Countries:
Top Holdings: MSFT(4.38%)IJR(3.50%)AMZN(3.15%)NVDA(2.93%)JPM(2.87%)
Summary Stock Picks Current Portfolio
EFG Asset Management (Americas... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
57,557
21,650.6
-0.56%
4.380
-0.03%
0.000
+29.81%
+19.87%
3,740,948.0
Software
IJR
iShares Core S&P Small-Cap ETF
165,395
17,295.3
-3.94%
3.500
-0.15%
0.020
+18.68%
-1.42%
81,378.3
 
AMZN
Amazon.com Inc
81,759
15,555.5
-1.61%
3.150
-0.06%
0.000
+21.72%
+2.57%
2,388,891.6
Retail - Cyclical
NVDA
NVIDIA Corp
133,462
14,464.6
+9.48%
2.930
+0.25%
0.000
+48.68%
+22.83%
4,021,995.9
Semiconductors
JPM
JPMorgan Chase & Co
57,689
14,151.0
-1.82%
2.870
-0.05%
0.000
+22.03%
+21.61%
797,211.0
Banks
IAU
iShares Gold Trust
218,708
12,895.0
-1.87%
2.610
-0.04%
0.030
+3.84%
+27.85%
47,689.5
 
AAPL
Apple Inc
57,802
12,839.6
-14.52%
2.600
-0.48%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
MA
Mastercard Inc
22,808
12,501.5
-15.45%
2.530
-0.43%
0.000
+8.08%
+4.95%
499,608.6
Credit Services
CME
CME Group Inc
38,700
10,266.8
-0.68%
2.080
-0.01%
0.010
+5.66%
+19.58%
99,127.6
Capital Markets
VRSK
Verisk Analytics Inc
31,202
9,286.3
-4.88%
1.880
-0.09%
0.020
+3.10%
+9.43%
42,036.6
Business Services

EFG Asset Management (Americas) Corp.'s Historical Top Holdings Breakdowns

EFG Asset Management (Americas) Corp.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
META
Meta Platforms Inc
2025-03-31
New Buy
New Buy
+1.49%
●
576.36 ($645.17) 736.67
$717.51
11.21%
New holding
12,777
12,777
AVGO
Broadcom Inc
2025-03-31
Add
Add
+0.95%
●
167.43 ($211.65) 244.7
$274.38
29.64%
Add 138.48%
48,428
28,121
JNJ
Johnson & Johnson
2025-03-31
Reduce
Reduce
-0.93%
●
142.06 ($156.47) 167.7
$156.90
0.27%
Reduce -60.41%
21,664
-33,055
QQQ
INVESCO QQQ Trust
2025-03-31
New Buy
New Buy
+0.75%
●
468.34 ($508.07) 539.52
$554.20
9.08%
New holding
7,945
7,945
GOOG
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.59%
●
156.06 ($183.12) 207.71
$181.31
-0.99%
Reduce -24.02%
50,422
-15,942
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-0.55%
●
222.15 ($333.26) 428.22
$313.51
-5.93%
Reduce -47.44%
7,754
-6,998
PWR
Quanta Services Inc
2025-03-31
New Buy
New Buy
+0.53%
●
236.71 ($288.97) 358.03
$383.78
32.81%
New holding
10,240
10,240
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.48%
●
209.68 ($231.67) 247.1
$211.16
-8.85%
Reduce -14.52%
57,802
-9,818
SPOT
Spotify Technology SA
2025-03-31
New Buy
New Buy
+0.44%
●
457.79 ($558.87) 648.32
$709.15
26.89%
New holding
3,949
3,949
MA
Mastercard Inc
2025-03-31
Reduce
Reduce
-0.43%
●
504.67 ($544.39) 576.31
$550.18
1.06%
Reduce -15.45%
22,808
-4,168

EFG Asset Management (Americas) Corp. Total Holding History ($B)

To

EFG Asset Management (Americas) Corp.'s Asset Allocation

To

EFG Asset Management (Americas) Corp. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

EFG Asset Management (Americas) Corp.'s Hypothetical Growth since 2025-03-31

EFG Asset Management (Americas) Corp.'s Yearly Returns

Year Portfolio % % Excess Gain %

EFG Asset Management (Americas) Corp.'s Holdings Heat Map

Size field:

EFG Asset Management (Americas) Corp.'s Holdings Bubble Chart

EFG Asset Management (Americas) Corp. News

  • 1

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