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

Top Buys

1
+$2.71M
2
+$2.53M
3
+$1.72M
4
IAU icon
iShares Gold Trust
IAU
+$1.25M
5
URA icon
Global X Uranium ETF
URA
+$1.19M

Top Sells

1
+$4.68M
2
+$1.61M
3
+$1.58M
4
V icon
Visa
V
+$1.57M
5
MA icon
Mastercard
MA
+$1.49M

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
251
– –
-1,848
252
– –
-69
7 8 9 10
11