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
126
$63.8K 0.02%
+1,018
127
$62.6K 0.02%
+1,026
128
$62.5K 0.02%
+483
129
$61.5K 0.02%
+531
130
$56.3K 0.02%
+801
131
$54.1K 0.01%
+3,200
132
$53.1K 0.01%
+405
133
$52.6K 0.01%
+287
134
$51K 0.01%
+564
135
$49.7K 0.01%
+84
136
$46.4K 0.01%
+875
137
$46.2K 0.01%
+49
138
$46.1K 0.01%
+246
139
$44.1K 0.01%
+77
140
$43.7K 0.01%
+508
141
$42.6K 0.01%
+503
142
$42.4K 0.01%
+465
143
$42K 0.01%
+666
144
$40.7K 0.01%
+335
145
$40K 0.01%
+1,479
146
$39.3K 0.01%
+544
147
$37.5K 0.01%
+113
148
$37.2K 0.01%
+713
149
$36.8K 0.01%
+280
150
$35.8K 0.01%
+1,350
4 5
6
7 8