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EFG Asset Management (Americas) Corp. Buys Tesla Inc, Microsoft Corp, Dick's Sporting Goods ...

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·6 min read
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Miami, FL, based Investment company EFG Asset Management (Americas) Corp. (Current Portfolio) buys Tesla Inc, Microsoft Corp, Dick's Sporting Goods Inc, iShares MSCI All Country Asia ex Japan Index Fund, UnitedHealth Group Inc, sells TJX Inc, S&P Global Inc, Norfolk Southern Corp, Booking Holdings Inc, Heico Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, EFG Asset Management (Americas) Corp.. As of 2021Q4, EFG Asset Management (Americas) Corp. owns 132 stocks with a total value of $595 million. These are the details of the buys and sells.

  • New Purchases: TSLA, DKS, LEGN,

  • Added Positions: MSFT, AAPL, AAXJ, UNH, BAC, SGEN, EXPE, TTD, DECK, DIS, VEEV, ALGN, SIVB, ULTA, GXO, IAU, AMZN, FATE, EWJ, TW, CMG, SHOP, CWB, FICO, LQD, IDXX, IWM, HDB, TSM, KLAC, GLD, PFF, VTI, HALO, VCSH, EEM, ARGX, GNRC, INCY, TIP, CDNA, PANW, OKTA, VCYT, NTRA, DXCM, BPMC, ILMN, IVV, ABMD, ISRG, EZU, NVAX, DXJ, MASI, TDOC, XNCR,

  • Reduced Positions: TJX, SPGI, NSC, URI, TMO, MTCH, NKE, PHM, HD, TXN, GOOG, MDB, DHR, EXPD, XOM, TRI, EFA, MO, AVGO, BX, QQQ, MCD, JNJ, NEE, BILL, CME, ABBV, OTIS, APD, BR, TRP, SYK, VZ, PEP, ITW, PLD, BLK, VMBS, VLUE, VGK, AGG, CCI, DLR, EW, IQV, RH, EMB, HYG, REET,

  • Sold Out: BKNG, HEI, CSGP, NVST, CNC, RARE,


For the details of EFG Asset Management (Americas) Corp.'s stock buys and sells,
go to https://www.gurufocus.com/guru/efg+asset+management+%28americas%29+corp./current-portfolio/portfolio

These are the top 5 holdings of EFG Asset Management (Americas) Corp.

  1. iShares Gold Trust (IAU) - 729,261 shares, 4.31% of the total portfolio. Shares added by 2.06%

  2. Apple Inc (AAPL) - 127,608 shares, 3.82% of the total portfolio. Shares added by 10.78%

  3. Microsoft Corp (MSFT) - 63,667 shares, 3.61% of the total portfolio. Shares added by 24.26%

  4. iShares Russell 2000 ETF (IWM) - 81,893 shares, 3.07% of the total portfolio. Shares added by 1.66%

  5. JPMorgan Chase & Co (JPM) - 104,980 shares, 2.80% of the total portfolio. Shares added by 0.40%

New Purchase: Tesla Inc (TSLA)

EFG Asset Management (Americas) Corp. initiated holding in Tesla Inc. The purchase prices were between $780.59 and $1229.91, with an estimated average price of $1012.35. The stock is now traded at around $882.027200. The impact to a portfolio due to this purchase was 2.25%. The holding were 12,631 shares as of 2021-12-31.

New Purchase: Dick's Sporting Goods Inc (DKS)

EFG Asset Management (Americas) Corp. initiated holding in Dick's Sporting Goods Inc. The purchase prices were between $99.91 and $140.28, with an estimated average price of $119.65. The stock is now traded at around $108.170000. The impact to a portfolio due to this purchase was 0.35%. The holding were 18,053 shares as of 2021-12-31.

New Purchase: Legend Biotech Corp (LEGN)

EFG Asset Management (Americas) Corp. initiated holding in Legend Biotech Corp. The purchase prices were between $41.14 and $56.98, with an estimated average price of $50.77. The stock is now traded at around $36.510000. The impact to a portfolio due to this purchase was 0.04%. The holding were 5,011 shares as of 2021-12-31.

Added: Microsoft Corp (MSFT)

EFG Asset Management (Americas) Corp. added to a holding in Microsoft Corp by 24.26%. The purchase prices were between $283.11 and $343.11, with an estimated average price of $325.12. The stock is now traded at around $280.450000. The impact to a portfolio due to this purchase was 0.7%. The holding were 63,667 shares as of 2021-12-31.

Added: iShares MSCI All Country Asia ex Japan Index Fund (AAXJ)

EFG Asset Management (Americas) Corp. added to a holding in iShares MSCI All Country Asia ex Japan Index Fund by 40.55%. The purchase prices were between $80.18 and $87.13, with an estimated average price of $83.98. The stock is now traded at around $80.410000. The impact to a portfolio due to this purchase was 0.27%. The holding were 66,689 shares as of 2021-12-31.

Added: UnitedHealth Group Inc (UNH)

EFG Asset Management (Americas) Corp. added to a holding in UnitedHealth Group Inc by 22.95%. The purchase prices were between $387.01 and $505.58, with an estimated average price of $454.21. The stock is now traded at around $451.120000. The impact to a portfolio due to this purchase was 0.27%. The holding were 17,331 shares as of 2021-12-31.

Added: Seagen Inc (SGEN)

EFG Asset Management (Americas) Corp. added to a holding in Seagen Inc by 38.62%. The purchase prices were between $142.57 and $190.86, with an estimated average price of $167.3. The stock is now traded at around $125.620000. The impact to a portfolio due to this purchase was 0.23%. The holding were 32,053 shares as of 2021-12-31.

Added: Expedia Group Inc (EXPE)

EFG Asset Management (Americas) Corp. added to a holding in Expedia Group Inc by 29.24%. The purchase prices were between $154.43 and $188.43, with an estimated average price of $170.29. The stock is now traded at around $162.780000. The impact to a portfolio due to this purchase was 0.18%. The holding were 26,059 shares as of 2021-12-31.

Added: The Trade Desk Inc (TTD)

EFG Asset Management (Americas) Corp. added to a holding in The Trade Desk Inc by 30.64%. The purchase prices were between $66.03 and $111.64, with an estimated average price of $88.27. The stock is now traded at around $58.060000. The impact to a portfolio due to this purchase was 0.17%. The holding were 48,057 shares as of 2021-12-31.

Sold Out: Booking Holdings Inc (BKNG)

EFG Asset Management (Americas) Corp. sold out a holding in Booking Holdings Inc. The sale prices were between $2067.01 and $2648.2, with an estimated average price of $2368.61.

Sold Out: Heico Corp (HEI)

EFG Asset Management (Americas) Corp. sold out a holding in Heico Corp. The sale prices were between $133.37 and $149.8, with an estimated average price of $141.14.

Sold Out: CoStar Group Inc (CSGP)

EFG Asset Management (Americas) Corp. sold out a holding in CoStar Group Inc. The sale prices were between $75.23 and $99.74, with an estimated average price of $83.73.

Sold Out: Envista Holdings Corp (NVST)

EFG Asset Management (Americas) Corp. sold out a holding in Envista Holdings Corp. The sale prices were between $37.73 and $46.74, with an estimated average price of $41.18.

Sold Out: Centene Corp (CNC)

EFG Asset Management (Americas) Corp. sold out a holding in Centene Corp. The sale prices were between $61.94 and $84.72, with an estimated average price of $73.64.

Sold Out: Ultragenyx Pharmaceutical Inc (RARE)

EFG Asset Management (Americas) Corp. sold out a holding in Ultragenyx Pharmaceutical Inc. The sale prices were between $73.71 and $87.86, with an estimated average price of $81.26.



Here is the complete portfolio of EFG Asset Management (Americas) Corp.. Also check out:

1. EFG Asset Management (Americas) Corp.'s Undervalued Stocks

2. EFG Asset Management (Americas) Corp.'s Top Growth Companies, and

3. EFG Asset Management (Americas) Corp.'s High Yield stocks

4. Stocks that EFG Asset Management (Americas) Corp. keeps buyingThis article first appeared on GuruFocus.