EPAM

Evelyn Partners Asset Management Portfolio holdings

AUM $443M
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$23.4M
3
+$20.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$15.5M
5
AMZN icon
Amazon
AMZN
+$14M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.42%
2 Healthcare 12.57%
3 Financials 10.62%
4 Communication Services 8.01%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.95K ﹤0.01%
+11
227
$3.86K ﹤0.01%
+5
228
$3.77K ﹤0.01%
+37
229
$3.62K ﹤0.01%
+9
230
$3.25K ﹤0.01%
+14
231
$2.76K ﹤0.01%
+69
232
$2.62K ﹤0.01%
+16
233
$2.31K ﹤0.01%
+26
234
$2.18K ﹤0.01%
+22
235
$1.93K ﹤0.01%
+9
236
$1.86K ﹤0.01%
+50
237
$1.85K ﹤0.01%
+164
238
$1.7K ﹤0.01%
+20
239
$1.67K ﹤0.01%
+12
240
$1.63K ﹤0.01%
+33
241
$1.59K ﹤0.01%
+9
242
$1.48K ﹤0.01%
+4
243
$1.2K ﹤0.01%
+44
244
$1.16K ﹤0.01%
+31
245
$2 ﹤0.01%
+2
6 7 8 9
10