Investments: EFG Private Wealth Management (Americas) Corp.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
568.676.505 $+37.194.346 $531.482.159 $+56.892.106 $486.128.709 $+486.128.709 $
BANK OF AMERICA CORP /DE/BAC323.130.621 $+17.006.290 $306.124.331 $+45.490.004 $260.634.327 $+260.634.327 $
BlackRock, Inc.BLK34.598.611 $+8.317.010 $26.281.601 $+3.394.766 $22.886.835 $+22.886.835 $
MICROSOFT CORPMSFT28.364.284 $-344.597 $28.708.881 $+7.058.294 $21.650.587 $+21.650.587 $
NVIDIA CORPNVDA26.700.328 $+4.853.985 $21.846.343 $+7.381.784 $14.464.559 $+14.464.559 $
AMAZON COM INCAMZN17.512.464 $-491.776 $18.004.240 $+2.448.773 $15.555.467 $+15.555.467 $
JPMORGAN CHASE & COJPM16.536.444 $+312.869 $16.223.575 $+2.072.578 $14.150.997 $+14.150.997 $
ISHARES GOLD TRUSTIAU11.272.511 $+1.533.488 $9.739.023 $-3.155.982 $12.895.005 $+12.895.005 $
APPFOLIO INCAPPF10.431.151 $-99.223 $10.530.374 $-2.309.220 $12.839.594 $+12.839.594 $
Mastercard IncMA12.001.591 $-324.118 $12.325.709 $-175.782 $12.501.491 $+12.501.491 $
ALPHA PRO TECH LTDAPT10.538.165 $+2.114.978 $8.423.187 $+545.758 $7.877.429 $+7.877.429 $
NETFLIX INCNFLX8.393.639 $-1.842.671 $10.236.310 $+2.724.781 $7.511.529 $+7.511.529 $
UNITEDHEALTH GROUP INCUNH975.893 $+12.090 $963.803 $-8.090.726 $9.054.529 $+9.054.529 $
MCDONALDS CORPMCD6.662.836 $-316.038 $6.978.874 $-1.862.926 $8.841.800 $+8.841.800 $
PALATIN TECHNOLOGIES INCPTNT6.000.334 $+6.000.334 $
Walmart Inc.WMT5.579.958 $-298.951 $5.878.909 $+186.734 $5.692.175 $+5.692.175 $
Fortive CorpFTV294.761 $-25.028 $319.789 $-5.517.237 $5.837.026 $+5.837.026 $
ELI LILLY & CoLLY5.117.441 $-430.474 $5.547.915 $+5.547.915 $
Otis Worldwide CorpOTIS4.482.721 $-353.119 $4.835.840 $+253.244 $4.582.596 $+4.582.596 $
PEPSICO INCPEP3.919.781 $+636.406 $3.283.375 $-1.419.073 $4.702.448 $+4.702.448 $
Vertiv Holdings CoVRT3.712.514 $-88.679 $3.801.193 $+1.595.700 $2.205.493 $+2.205.493 $
EXPONENT INCEXPO2.828.739 $-578.411 $3.407.150 $-285.295 $3.692.445 $+3.692.445 $
JOHNSON & JOHNSONJNJ2.047.080 $+196.811 $1.850.269 $-1.742.426 $3.592.695 $+3.592.695 $
TREX CO INCTREX2.752.461 $-507.838 $3.260.299 $-250.510 $3.510.809 $+3.510.809 $
MCKESSON CORPMCK3.398.403 $+2.733.772 $664.631 $+664.631 $
GARMIN LTDGRMN2.832.269 $+650.101 $2.182.168 $+489.423 $1.692.745 $+1.692.745 $
NICOLET BANKSHARES INCNIC2.477.751 $+2.477.751 $
AbbVie Inc.ABBV2.296.645 $+321.463 $1.975.182 $-488.145 $2.463.327 $+2.463.327 $
FAIR ISAAC CORPFICO519.296 $-1.379.954 $1.899.250 $-525.820 $2.425.070 $+2.425.070 $
RALPH LAUREN CORPRL2.317.836 $+534.467 $1.783.369 $+1.783.369 $
WILLIAMS SONOMA INCWSM2.228.130 $+969.364 $1.258.766 $+492.930 $765.836 $+765.836 $
Medtronic plcMDT2.141.281 $-27.247 $2.168.528 $+46.484 $2.122.044 $+2.122.044 $
INSULET CORPPODD1.880.166 $-264.113 $2.144.279 $+499.553 $1.644.726 $+1.644.726 $
EXXON MOBIL CORPXOM1.117.916 $-457.581 $1.575.497 $-529.088 $2.104.585 $+2.104.585 $
DECKERS OUTDOOR CORPDECK2.069.063 $+378.200 $1.690.863 $+45.243 $1.645.620 $+1.645.620 $
EXACT SCIENCES CORPEXAS2.030.233 $+797.438 $1.232.795 $+1.232.795 $
MERCADOLIBRE INCMELI1.741.020 $+1.741.020 $
COPART INCCPRT1.559.677 $+1.559.677 $
ENTEGRIS INCENTG1.500.894 $+1.500.894 $
Accenture plcACN925.983 $-256.426 $1.182.409 $-218.651 $1.401.060 $+1.401.060 $
ICON PLCICLR1.238.125 $+1.238.125 $
TC ENERGY CORPTRP1.071.714 $-1.861 $1.073.575 $-139.061 $1.212.636 $+1.212.636 $
VERIZON COMMUNICATIONS INCVZ831.138 $-67.277 $898.415 $-211.091 $1.109.506 $+1.109.506 $
NEXTERA ENERGY INCNEE855.528 $-29.924 $885.452 $-194.132 $1.079.584 $+1.079.584 $
SPS COMMERCE INCSPSC441.138 $+145.148 $295.990 $+52.512 $243.478 $+243.478 $
Bloom Energy CorpBE386.316 $+386.316 $
Amcor plcAMCR272.067 $+272.067 $
BERKSHIRE HATHAWAY INCBRK-B228.244 $+228.244 $
568.676.505 $+37.194.346 $531.482.159 $+56.892.106 $486.128.709 $+486.128.709 $
Erweiterte Einstellungen ×