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
26
$4.93M 1.33%
+7,108
27
$4.18M 1.13%
+26,902
28
$4.03M 1.08%
+16,083
29
$3.73M 1.01%
+8,237
30
$3.64M 0.98%
+80,220
31
$3.59M 0.97%
+23,545
32
$3.41M 0.92%
+127,267
33
$3.38M 0.91%
+17,116
34
$3.25M 0.87%
+5,545
35
$3.1M 0.83%
+5,294
36
$2.98M 0.8%
+22,198
37
$2.88M 0.77%
+114,918
38
$2.84M 0.77%
+57,407
39
$2.64M 0.71%
+23,916
40
$2.59M 0.7%
+20,343
41
$2.55M 0.69%
+11,520
42
$2.52M 0.68%
+27,670
43
$2.39M 0.64%
+4,722
44
$2.21M 0.59%
+4,230
45
$2.16M 0.58%
+14,968
46
$2.02M 0.54%
+7,297
47
$1.9M 0.51%
+382
48
$1.84M 0.5%
+6,364
49
$1.78M 0.48%
+3,416
50
$1.74M 0.47%
+29,136
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