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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 $493,905,595
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 57,557 $21,650,587 4.38%
2.
Ishares Trust
 IEF 165,395 $17,295,276 3.5%
3.
Amazon Com Inc
 AMZN 81,759 $15,555,467 3.15%
4.
Nvidia Corp
 NVDA 133,462 $14,464,559 2.93%
5.
Jpmorgan Chase & Co
 JPM 57,689 $14,150,997 2.87%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)