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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.
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Market Cap
Large
Value
Mid
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Small
Growth
21
0
1
0
0
1
15
8
8
EFG ASSET MANAGEMENT AMERICAS CORP

Time Period2018-12-31

Total Holdings104

Total Value ($x1000)278,247
Activities
New4

Increased50

Unchanged5

Decreased45

Sold Out10

Top 10 Stock Holdingstotal 29.85%
TIP4.74

NOW3.34

IWM3.31

VTI3.15

AMZN3.05

 
MSFT2.7

MA2.61

UNH2.57

ULTA2.22

IEV2.16

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
TIP
4.74%
TIPS BD ETF
NOW
3.34%
COM
IWM
3.31%
RUSSELL 2000 ETF
VTI
3.15%
TOTAL STK MKT
AMZN
3.05%
COM
MSFT
2.7%
COM
MA
2.61%
CL A
UNH
2.57%
COM
ULTA
2.22%
COM
IEV
2.16%
EUROPE ETF
JPM
2.07%
COM
SIVB
1.99%
COM
EWJ
1.96%
MSCI JPN ETF NEW
ICE
1.9%
COM
FTV
1.79%
COM
ADBE
1.77%
COM
BAX
1.66%
COM
SPGI
1.49%
COM
TMO
1.43%
COM
CVX
1.42%
COM
WDAY
1.39%
CL A
IDXX
1.37%
COM
AMT
1.35%
COM
SPLK
1.24%
COM
ILMN
1.24%
COM
SHV
1.23%
SHRT TRS BD ETF
GOOG
1.23%
CAP STK CL C
BMRN
1.21%
COM
BAC
1.21%
COM
TTWO
1.2%
COM
GDDY
1.18%
CL A
CSX
1.17%
COM
BR
1.16%
COM
LNG
1.16%
COM NEW
SQ
1.14%
CL A
ISRG
1.09%
COM NEW
XPO
1.08%
COM
HEI
1.07%
COM
PYPL
1.05%
COM
SHOP
1.03%
CL A
EL
1.01%
CL A
HD
1%
COM
ABMD
0.99%
COM
CWB
0.98%
BRC CNV SECS ETF
AAPL
0.97%
COM
RTN
0.92%
COM NEW
NEE
0.91%
COM
RH
0.9%
COM
MTCH
0.88%
COM
VEEV
0.87%
CL A COM
NFLX
0.82%
COM
LQD
0.82%
IBOXX INV CP ETF
MDLZ
0.82%
CL A
BSV
0.8%
SHORT TRM BOND
NGVT
0.79%
COM
CSGP
0.77%
COM
FB
0.77%
CL A
EEM
0.77%
MSCI EMG MKT ETF
LOXO
0.75%
COM
TWTR
0.66%
COM
COP
0.64%
COM
VCLT
0.64%
LG-TERM COR BD
EFA
0.62%
MSCI EAFE ETF
TMUS
0.59%
COM
NBIX
0.57%
COM
FLOT
0.53%
FLTG RATE BD ETF
CVNA
0.53%
CL A
STZ
0.53%
CL A
VTIP
0.45%
STRM INFPROIDX
AGG
0.44%
CORE TOTUSBD ETF
QQQ
0.43%
UNIT SER 1
SPY
0.42%
TR UNIT
CIU
0.37%
INTERM CR BD ETF
NOBL
0.35%
S&P 500 ARISTO
DVY
0.28%
SELECT DIVID ETF
MO
0.26%
COM
HEDJ
0.25%
EUROPE HEDGED EQ
DXJ
0.24%
JAPN HEDGE EQT
BABA
0.22%
SPONSORED ADS
EMB
0.22%
JP MOR EM MK ETF
PFF
0.21%
U.S. PFD STK ETF
AAXJ
0.19%
MSCI AC ASIA ETF
LMT
0.17%
COM
HEWU
0.17%
MSCI UN KNGDOM
KHC
0.16%
COM
JNJ
0.16%
COM
TSM
0.16%
SPONSORED ADR
IGF
0.14%
GLB INFRASTR ETF
T
0.14%
COM
HYG
0.14%
IBOXX HI YD ETF
USB
0.13%
COM NEW
GII
0.13%
S&P GBLINF ETF
BND
0.12%
TOTAL BND MRKT
VZ
0.12%
COM
VNQ
0.11%
REIT ETF
XOM
0.11%
COM
PFE
0.11%
COM
VUG
0.11%
GROWTH ETF
ILF
0.11%
LATN AMER 40 ETF
RWX
0.1%
DJ INTL RL ETF
CSCO
0.1%
COM
CSJ
0.09%
1-3 YR CR BD ETF
IWS
0.08%
RUS MDCP VAL ETF
WBT
0.06%
COM
GLD
3.94%
GOLD SHS
ALGN
1.05%
COM
IAU
0.7%
ISHARES
USMV
0.19%
USA MIN VOL ETF
HDB
0.11%
ADR REPS 3 SHS
IP
0.1%
COM
HTHT
0.09%
SPONSORED ADS
ACWI
0.08%
MSCI ACWI ETF
HYS
0.06%
0-5 HIGH YIELD
SDY
0.06%
S&P DIVID ETF