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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
22
0
1
0
0
1
13
8
9
EFG ASSET MANAGEMENT AMERICAS CORP

Time Period2018-09-30

Total Holdings110

Total Value ($x1000)349,000
Activities
New4

Increased61

Unchanged6

Decreased39

Sold Out14

Top 10 Stock Holdingstotal 30.24%
TIP3.96

GLD3.94

IWM3.41

VTI3.37

AMZN3.28

 
NOW2.72

SIVB2.56

MSFT2.42

MA2.41

UNH2.17

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
TIP
3.96%
TIPS BD ETF
GLD
3.94%
GOLD SHS
IWM
3.41%
RUSSELL 2000 ETF
VTI
3.37%
TOTAL STK MKT
AMZN
3.28%
COM
NOW
2.72%
COM
SIVB
2.56%
COM
MSFT
2.42%
COM
MA
2.41%
CL A
UNH
2.17%
COM
ULTA
2.11%
COM
BAX
2.06%
COM
IEV
1.98%
EUROPE ETF
EWJ
1.95%
MSCI JPN ETF NEW
JPM
1.84%
COM
FTV
1.74%
COM
ADBE
1.68%
COM
SQ
1.64%
CL A
BR
1.57%
COM
XPO
1.53%
COM
ICE
1.49%
COM
TTWO
1.48%
COM
FLOT
1.42%
FLTG RATE BD ETF
SPGI
1.33%
COM
CWB
1.27%
BRC CNV SECS ETF
IDXX
1.24%
COM
CVX
1.24%
COM
NFLX
1.18%
COM
VTIP
1.16%
STRM INFPROIDX
BAC
1.11%
COM
ILMN
1.08%
COM
WBT
1.08%
COM
GDDY
1.08%
CL A
ALGN
1.05%
COM
SHOP
1.04%
CL A
SPLK
1.03%
COM
BMRN
0.99%
COM
ABMD
0.97%
COM
AMT
0.97%
COM
LNG
0.97%
COM NEW
RTN
0.96%
COM NEW
HD
0.95%
COM
TMO
0.94%
COM
ISRG
0.94%
COM NEW
HEI
0.91%
COM
CSX
0.91%
COM
WDAY
0.84%
CL A
EL
0.81%
CL A
MTCH
0.79%
COM
CSGP
0.78%
COM
PYPL
0.78%
COM
FB
0.78%
CL A
NGVT
0.77%
COM
AAPL
0.73%
COM
IAU
0.7%
ISHARES
NEE
0.7%
COM
NBIX
0.7%
COM
VEEV
0.69%
CL A COM
MDLZ
0.68%
CL A
LOXO
0.66%
COM
RH
0.64%
COM
BSV
0.63%
SHORT TRM BOND
COP
0.62%
COM
EEM
0.61%
MSCI EMG MKT ETF
CVNA
0.61%
CL A
STZ
0.55%
CL A
TMUS
0.53%
COM
VCLT
0.51%
LG-TERM COR BD
EFA
0.47%
MSCI EAFE ETF
QQQ
0.43%
UNIT SER 1
SPY
0.4%
TR UNIT
LQD
0.39%
IBOXX INV CP ETF
NOBL
0.36%
S&P 500 ARISTO
AGG
0.32%
CORE TOTUSBD ETF
DXJ
0.31%
JAPN HEDGE EQT
CIU
0.28%
INTERM CR BD ETF
AAXJ
0.27%
MSCI AC ASIA ETF
EMB
0.26%
JP MOR EM MK ETF
MO
0.25%
COM
DVY
0.25%
SELECT DIVID ETF
HEDJ
0.24%
EUROPE HEDGED EQ
BABA
0.22%
SPONSORED ADS
LMT
0.19%
COM
GII
0.19%
S&P GBLINF ETF
USMV
0.19%
USA MIN VOL ETF
KHC
0.18%
COM
JNJ
0.17%
COM
TSM
0.15%
SPONSORED ADR
XOM
0.15%
COM
HEWU
0.15%
MSCI UN KNGDOM
PFF
0.14%
U.S. PFD STK ETF
T
0.14%
COM
USB
0.13%
COM NEW
IGF
0.12%
GLB INFRASTR ETF
HDB
0.11%
ADR REPS 3 SHS
VUG
0.1%
GROWTH ETF
IWS
0.1%
RUS MDCP VAL ETF
IP
0.1%
COM
CSCO
0.1%
COM
VZ
0.1%
COM
VNQ
0.1%
REIT ETF
PFE
0.1%
COM
HTHT
0.09%
SPONSORED ADS
BND
0.09%
TOTAL BND MRKT
ILF
0.09%
LATN AMER 40 ETF
RWX
0.08%
DJ INTL RL ETF
ACWI
0.08%
MSCI ACWI ETF
CSJ
0.08%
1-3 YR CR BD ETF
HYS
0.06%
0-5 HIGH YIELD
SDY
0.06%
S&P DIVID ETF
TSLA
0.65%
COM
HRI
0.41%
COM
XLK
0.38%
TECHNOLOGY
GUNR
0.22%
MORNSTAR UPSTR
DBB
0.16%
BASE METALS FD
GSG
0.14%
UNIT BEN INT
DHR
0.13%
COM
IFGL
0.11%
INTL DEV RE ETF
TJX
0.08%
COM
VXUS
0.08%
VG TL INTL STK F
RDS/A
0.08%
SPONS ADR A
SBUX
0.07%
COM
TAL
0.07%
ADS REPSTG COM
SLV
0.06%
ISHARES