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
76
$392K 0.11%
+4,620
77
$347K 0.09%
+5,461
78
$337K 0.09%
+4,912
79
$327K 0.09%
+7,425
80
$320K 0.09%
+2,689
81
$320K 0.09%
+4,467
82
$317K 0.09%
+2,700
83
$312K 0.08%
+6,464
84
$310K 0.08%
+2,300
85
$300K 0.08%
+154
86
$296K 0.08%
+1,217
87
$293K 0.08%
+3,877
88
$264K 0.07%
+1,488
89
$264K 0.07%
+720
90
$263K 0.07%
+2,279
91
$236K 0.06%
+4,200
92
$235K 0.06%
+1,500
93
$231K 0.06%
+1,448
94
$229K 0.06%
+8,858
95
$221K 0.06%
+208
96
$199K 0.05%
+1,014
97
$197K 0.05%
+1,069
98
$192K 0.05%
+6,025
99
$187K 0.05%
+2,100
100
$185K 0.05%
+2,750
2 3
4
5 6