Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
23
4
1
0
0
1
19
10
9
EFG ASSET MANAGEMENT AMERICAS CORP

Time Period2017-12-31

Total Holdings129

Total Value ($x1000)276,742
Activities
New11

Increased50

Unchanged8

Decreased60

Sold Out14

Top 10 Stock Holdingstotal 38.34%
EWJ7.08

TIP5.55

GLD4.69

VTI4.47

IWM3.99

 
IEV3.54

ACWI3.14

MSFT2.18

UNH1.89

BAX1.81

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
EWJ
7.08%
MSCI JPN ETF NEW
TIP
5.55%
TIPS BD ETF
GLD
4.69%
GOLD SHS
VTI
4.47%
TOTAL STK MKT
IWM
3.99%
RUSSELL 2000 ETF
IEV
3.54%
EUROPE ETF
ACWI
3.14%
MSCI ACWI ETF
MSFT
2.18%
COM
UNH
1.89%
COM
BAX
1.81%
COM
FB
1.81%
CL A
MA
1.8%
CL A
JPM
1.66%
COM
CWB
1.62%
BRC CNV SECS ETF
FTV
1.6%
COM
IAU
1.59%
ISHARES
ADBE
1.53%
COM
SIVB
1.52%
COM
ICE
1.51%
COM
EEM
1.43%
MSCI EMG MKT ETF
CVX
1.35%
COM
AMZN
1.31%
COM
WBT
1.3%
COM
VTIP
1.3%
STRM INFPROIDX
AAPL
1.29%
COM
BR
1.21%
COM
AMT
1.08%
COM
HD
1.07%
COM
TJX
1.06%
COM
RTN
1.02%
COM NEW
DHR
0.99%
COM
DPS
0.98%
COM
MHK
0.95%
COM
FLOT
0.93%
FLTG RATE BD ETF
BSV
0.89%
SHORT TRM BOND
NEE
0.87%
COM
CELG
0.76%
COM
TMUS
0.76%
COM
USB
0.74%
COM NEW
SPY
0.72%
TR UNIT
SPGI
0.71%
COM
VMC
0.66%
COM
STZ
0.64%
CL A
NOBL
0.64%
S&P 500 ARISTO
PPG
0.62%
COM
CIU
0.62%
INTERM CR BD ETF
EFA
0.57%
MSCI EAFE ETF
MO
0.57%
COM
DXJ
0.57%
JAPN HEDGE EQT
COP
0.55%
COM
HEDJ
0.55%
EUROPE HEDGED EQ
IGF
0.54%
GLB INFRASTR ETF
KHC
0.48%
COM
BAC
0.48%
COM
LQD
0.46%
IBOXX INV CP ETF
HEWU
0.46%
MSCI UN KNGDOM
GII
0.45%
S&P GBLINF ETF
AAXJ
0.45%
MSCI AC ASIA ETF
QQQ
0.42%
UNIT SER 1
XPO
0.41%
COM
EMB
0.4%
JP MOR EM MK ETF
LMT
0.4%
COM
VUG
0.37%
GROWTH ETF
BMRN
0.34%
COM
JNJ
0.33%
COM
VNQ
0.33%
REIT ETF
DVY
0.31%
SELECT DIVID ETF
URI
0.31%
COM
ESPR
0.3%
COM
T
0.3%
COM
AGG
0.3%
CORE TOTUSBD ETF
VCLT
0.29%
LG-TERM COR BD
IDXX
0.29%
COM
EL
0.29%
CL A
NFLX
0.29%
COM
LNG
0.28%
COM NEW
OLED
0.28%
COM
TTWO
0.28%
COM
SPLK
0.28%
COM
NOW
0.28%
COM
XOM
0.27%
COM
ALGN
0.26%
COM
GDDY
0.26%
CL A
SQ
0.25%
CL A
VZ
0.24%
COM
IVE
0.24%
S&P 500 VAL ETF
IP
0.23%
COM
HEI
0.23%
COM
EWZ
0.22%
MSCI BRZ CAP ETF
CSCO
0.22%
COM
DPZ
0.22%
COM
AL
0.21%
CL A
PFE
0.21%
COM
TSLA
0.21%
COM
IWR
0.2%
RUS MID-CAP ETF
CGNX
0.2%
COM
ISRG
0.19%
COM NEW
WDAY
0.19%
CL A
BABA
0.19%
SPONSORED ADS
GUNR
0.19%
MORNSTAR UPSTR
SHOP
0.18%
CL A
HDV
0.17%
HIGH DIVIDND ETF
CSGP
0.17%
COM
CME
0.17%
COM
BND
0.16%
TOTAL BND MRKT
ILF
0.15%
LATN AMER 40 ETF
CCI
0.15%
COM
PFF
0.14%
U.S. PFD STK ETF
ILMN
0.14%
COM
IWS
0.13%
RUS MDCP VAL ETF
PNW
0.13%
COM
IFGL
0.13%
INTL DEV RE ETF
ITA
0.12%
U.S. AER&DEF ETF
HAS
0.12%
COM
DBB
0.12%
DB BASE METALS
PBCT
0.11%
COM
USMV
0.11%
USA MIN VOL ETF
RWX
0.1%
DJ INTL RL ETF
MDY
0.1%
UTSER1 S&PDCRP
PPL
0.1%
COM
PLD
0.1%
COM
GSG
0.1%
UNIT BEN INT
CSJ
0.1%
1-3 YR CR BD ETF
CMCSA
0.09%
CL A
SDY
0.09%
S&P DIVID ETF
TSM
0.08%
SPONSORED ADR
SLV
0.08%
ISHARES
EWC
0.07%
MSCI CDA ETF
HYS
0.07%
0-5 HIGH YIELD
AGN
0.84%
SHS
PXD
0.71%
COM
INCY
0.19%
COM
AMP
0.18%
COM
EPP
0.15%
MSCI PAC JP ETF
ATVI
0.13%
COM
OUT
0.12%
COM
ULTA
0.12%
COM
WFC
0.12%
COM
EW
0.12%
COM
DXCM
0.11%
COM
DY
0.11%
COM
JNK
0.1%
BRC HGH YLD BD
VEEV
0.09%
CL A COM