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
101
$182K 0.05%
+4,543
102
$170K 0.05%
+709
103
$159K 0.04%
+925
104
$152K 0.04%
+1,317
105
$152K 0.04%
+3,182
106
$140K 0.04%
+3,200
107
$138K 0.04%
+747
108
$136K 0.04%
+1,166
109
$132K 0.04%
+3,883
110
$124K 0.03%
+4,211
111
$115K 0.03%
+1,250
112
$105K 0.03%
+383
113
$105K 0.03%
+313
114
$93.5K 0.03%
+102
115
$84K 0.02%
+1,444
116
$82.2K 0.02%
+1,274
117
$82.1K 0.02%
+653
118
$80.5K 0.02%
+207
119
$76.3K 0.02%
+1,315
120
$74.6K 0.02%
+510
121
$73.2K 0.02%
+635
122
$69.5K 0.02%
+2,667
123
$69K 0.02%
+547
124
$67.8K 0.02%
+455
125
$66.9K 0.02%
+1,180
3 4
5
6 7