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
76
$387K 0.1%
3,304
-3,304
77
$378K 0.1%
4,200
78
$328K 0.08%
1,217
79
$327K 0.08%
2,689
80
$322K 0.08%
3,482
81
$302K 0.08%
4,352
-115
82
$288K 0.07%
4,912
83
$286K 0.07%
720
84
$281K 0.07%
2,100
85
$277K 0.07%
154
86
$276K 0.07%
1,488
87
$261K 0.07%
5,267
88
$256K 0.06%
2,300
89
$255K 0.06%
1,049
-20
90
$254K 0.06%
3,361
91
$251K 0.06%
1,448
92
$224K 0.06%
8,858
93
$215K 0.05%
3,028
-82
94
$214K 0.05%
1,040
95
$206K 0.05%
2,750
96
$206K 0.05%
709
97
$203K 0.05%
990
98
$192K 0.05%
1,317
99
$181K 0.05%
3,182
100
$173K 0.04%
6,025
2 3
4
5 6