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
$359M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.56M
3
+$1.67M
4
IAU icon
iShares Gold Trust
IAU
+$1.36M
5
URA icon
Global X Uranium ETF
URA
+$1.03M

Top Sells

1
+$5.1M
2
+$1.62M
3
+$1.53M
4
MA icon
Mastercard
MA
+$1.5M
5
MSFT icon
Microsoft
MSFT
+$1.45M

Sector Composition

1 Technology 18.59%
2 Healthcare 12.34%
3 Financials 10.11%
4 Consumer Staples 7%
5 Consumer Discretionary 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.19K ﹤0.01%
9
227
$4.13K ﹤0.01%
5
228
$3.96K ﹤0.01%
17
229
$3.71K ﹤0.01%
14
230
$3.61K ﹤0.01%
37
231
$3.52K ﹤0.01%
21
232
$2.56K ﹤0.01%
16
233
$2.35K ﹤0.01%
26
234
$2.31K ﹤0.01%
22
235
$2.08K ﹤0.01%
9
236
$2.05K ﹤0.01%
12
-109
237
$1.99K ﹤0.01%
50
238
$1.88K ﹤0.01%
20
239
$1.75K ﹤0.01%
12
240
$1.74K ﹤0.01%
4
241
$1.63K ﹤0.01%
33
242
$1.53K ﹤0.01%
9
243
$1.45K ﹤0.01%
164
244
$1.32K ﹤0.01%
5
-17
245
$1.3K ﹤0.01%
31
246
$1.12K ﹤0.01%
44
247
$573 ﹤0.01%
90
248
$1 ﹤0.01%
2
249
– –
-28
250
– –
-100
7 8 9
10
11