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
101
$170K 0.04%
1,427
102
$158K 0.04%
3,200
103
$151K 0.04%
4,604
+721
104
$145K 0.04%
747
105
$141K 0.04%
1,110
-56
106
$138K 0.04%
925
107
$130K 0.03%
1,250
108
$124K 0.03%
125
109
$123K 0.03%
805
110
$120K 0.03%
4,543
111
$119K 0.03%
383
112
$93.8K 0.02%
1,274
113
$92K 0.02%
653
114
$85.4K 0.02%
313
115
$84.9K 0.02%
1,444
116
$83.5K 0.02%
455
117
$81.4K 0.02%
510
118
$78.7K 0.02%
1,315
119
$77.3K 0.02%
1,180
120
$76.1K 0.02%
442
-5,450
121
$73.8K 0.02%
2,667
122
$70.4K 0.02%
192
123
$69.4K 0.02%
635
124
$66.9K 0.02%
801
125
$66.3K 0.02%
531
3 4
5
6 7