EPAM

Evelyn Partners Asset Management Portfolio holdings

AUM $406M
1-Year Est. Return 20.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1 +$5.56M
2 +$2.61M
3 +$1.93M
4
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$1.81M
5
TSM icon
TSMC
TSM
+$1.76M

Top Sells

1 +$4.99M
2 +$3.89M
3 +$3.39M
4
PYPL icon
PayPal
PYPL
+$3.29M
5
PPG icon
PPG Industries
PPG
+$2.74M

Sector Composition

1 Technology 16.44%
2 Healthcare 9.26%
3 Financials 8.98%
4 Consumer Discretionary 8.05%
5 Communication Services 6.13%