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
51
$1.74M 0.44%
2,458
+2,111
52
$1.74M 0.44%
8,043
+9
53
$1.55M 0.39%
22,131
+540
54
$1.48M 0.37%
1,563
55
$1.34M 0.34%
6,518
-9,321
56
$1.17M 0.3%
3,849
-840
57
$1.14M 0.29%
13,790
+1,239
58
$1.06M 0.27%
2,611
+393
59
$1.03M 0.26%
10,740
+15
60
$911K 0.23%
15,616
+836
61
$900K 0.23%
19,028
-808
62
$885K 0.22%
12,761
-339
63
$696K 0.18%
9,453
+1,409
64
$682K 0.17%
5,023
65
$619K 0.16%
6,013
+976
66
$581K 0.15%
3,277
-203
67
$572K 0.14%
7,672
68
$569K 0.14%
4,618
-60
69
$531K 0.13%
1,250
-12
70
$521K 0.13%
7,357
71
$481K 0.12%
4,466
72
$459K 0.12%
4,167
-355
73
$444K 0.11%
2,700
74
$435K 0.11%
701
75
$430K 0.11%
8,904
+1,902
1 2
3
4 5