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Showing Q3 2025 data
EFG Asset Management (Americas) Corp.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
EFG Asset Management (Americas) Corp.
•CIK: 1598340•Filing: Q3 2025
**EFG Asset Management (Americas) Corp.** manages $579M across a diversified portfolio of 146 positions. The fund maintains significant exposure to mega-cap technology and growth names, notably holding MSFT ($28.4M) and NVDA ($26.7M). Core allocations also include broad market exposure via IJR ($20.6M) and major tech/financial players like AMZN ($17.5M) and JPM ($16.5M). This concentration suggests a strategic tilt toward established, high-growth market leaders.
Total AUM
$579.2M
QoQ Performance
+6.8%
Positions
117
Top 10 Concentration
29.2%
Latest Filing
Q3 2025
Top Holdings Allocation
MSFT4.9%
NVDA4.6%
IJR3.6%
AMZN3.0%
JPM2.9%
AVGO2.6%
MA2.1%
IAU*1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other58.1%
Technology20.6%
Consumer6.5%
Financial5.4%
Healthcare3.9%
Communication1.4%
ETF1.3%
Industrial1.2%
🚪 Exited Positionssold since Q2 2025
Changes from Q2 2025
NEW15 new positions
↑49 increased
↓77 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023