EPAM

Evelyn Partners Asset Management Portfolio holdings

AUM $426M
1-Year Est. Return 22.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$395M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.94M
3
+$1.85M
4
ADBE icon
Adobe
ADBE
+$1.38M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.35M

Top Sells

1
+$3.26M
2
+$2.11M
3
+$1.88M
4
UNH icon
UnitedHealth
UNH
+$1.27M
5
BDX icon
Becton Dickinson
BDX
+$999K

Sector Composition

1 Technology 19.49%
2 Healthcare 10.83%
3 Financials 9.95%
4 Communication Services 7.94%
5 Consumer Discretionary 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.19K ﹤0.01%
9
227
$2.16K ﹤0.01%
50
228
$1.99K ﹤0.01%
12
229
$1.97K ﹤0.01%
22
230
$1.77K ﹤0.01%
20
231
$1.7K ﹤0.01%
164
232
$1.56K ﹤0.01%
4
233
$1.39K ﹤0.01%
33
234
$1.22K ﹤0.01%
5
235
$897 ﹤0.01%
44
236
$21 ﹤0.01%
+2
237
$1 ﹤0.01%
2
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10