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
26
$5.56M 1.41%
80,622
+1,919
27
$5.4M 1.37%
78,513
-859
28
$5.02M 1.27%
80,497
29
$4.82M 1.22%
+62,202
30
$4.8M 1.22%
17,136
+15,022
31
$4.7M 1.19%
27,770
+608
32
$4.41M 1.12%
81,215
-1,106
33
$4.11M 1.04%
8,453
-14
34
$4.05M 1.03%
5,493
+172
35
$4.02M 1.02%
25,246
-19,975
36
$3.98M 1.01%
17,569
+390
37
$3.54M 0.9%
22,426
+240
38
$3.34M 0.85%
5,398
+258
39
$2.84M 0.72%
8,078
+7
40
$2.57M 0.65%
25,152
+606
41
$2.51M 0.64%
27,589
-347
42
$2.51M 0.64%
16,409
+670
43
$2.46M 0.62%
4,531
+211
44
$2.37M 0.6%
409
+18
45
$2.28M 0.58%
7,858
+395
46
$2.16M 0.55%
32,100
+1,458
47
$2.09M 0.53%
20,695
-145
48
$1.95M 0.49%
6,682
+273
49
$1.92M 0.49%
14,928
+43
50
$1.83M 0.46%
13,858
-5,545
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