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

Instuitional Investor - Efg Asset Management (north America) Corp.

Fund Profile
Filing Period:
Fund Name: Efg Asset Management (north America) Corp.
Portfolio Value $527,378,905
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 76,972 $14,818,265 2.8%
2.
Amazon Com Inc
 AMZN 72,111 $10,956,906 2.07%
3.
Alphabet Inc.
 GOOG 75,948 $10,610,315 2.01%
4.
Idexx Laboratories Inc
 IDXX 18,122 $10,060,881 1.9%
5.
Veeva Systems Inc
 VEEV 46,255 $8,905,706 1.68%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)