EFG Asset Management (Americas) Corp. - Portfolio overview

EFG Asset Management (Americas) Corp. has 146 reported holdings in this dataset, with the latest filing dated 2025-11-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

  1. MSFT - MICROSOFT CORP, 4.90%
  2. NVDA - NVIDIA CORPORATION, 4.61%
  3. IJR - ISHARES TR, 3.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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