EPAM
Evelyn Partners Asset Management Portfolio holdings
AUM
$222M
This Quarter Return
-1.45%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$160M
AUM Growth
–
Cap. Flow
+$160M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.79%
Holding
102
New
102
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$15.7M |
| 2 |
Visa
V
|
$12.3M |
| 3 |
Automatic Data Processing
ADP
|
$11.8M |
| 4 |
Stryker
SYK
|
$10.6M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Boeing
BA
$177B
| $1.54K | ﹤0.01% | +195 | New | +$1.54K |
|
102
Humana
HUM
$36.5B
| $1.32K | ﹤0.01% | +1,900 | New | +$1.32K |
|