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
51
$1.41M 0.38%
+21,593
52
$1.38M 0.37%
+6,080
53
$1.36M 0.37%
+1,563
54
$1.36M 0.37%
+4,699
55
$1.08M 0.29%
+11,687
56
$1M 0.27%
+8,511
57
$873K 0.23%
+19,858
58
$829K 0.22%
+14,101
59
$829K 0.22%
+6,275
60
$814K 0.22%
+9,931
61
$779K 0.21%
+13,157
62
$742K 0.2%
+6,608
63
$730K 0.2%
+1,465
64
$646K 0.17%
+3,394
65
$603K 0.16%
+5,991
66
$577K 0.16%
+8,027
67
$514K 0.14%
+4,822
68
$507K 0.14%
+1,262
69
$498K 0.13%
+1,848
70
$480K 0.13%
+4,466
71
$479K 0.13%
+17,491
72
$458K 0.12%
+7,357
73
$437K 0.12%
+7,672
74
$413K 0.11%
+701
75
$398K 0.11%
+4,733
1 2
3
4 5