EPAM

Evelyn Partners Asset Management Portfolio holdings

AUM $222M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$15.7M
2 +$12.3M
3 +$11.8M
4
SYK icon
Stryker
SYK
+$10.6M
5
INTU icon
Intuit
INTU
+$10.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 32.06%
2 Healthcare 21.66%
3 Financials 16.5%
4 Consumer Discretionary 13.58%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BA icon
101
Boeing
BA
$148B
$1.53K ﹤0.01%
+195
HUM icon
102
Humana
HUM
$28.7B
$1.32K ﹤0.01%
+1,900