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
$359M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.56M
3
+$1.67M
4
IAU icon
iShares Gold Trust
IAU
+$1.36M
5
URA icon
Global X Uranium ETF
URA
+$1.03M

Top Sells

1
+$5.1M
2
+$1.62M
3
+$1.53M
4
MA icon
Mastercard
MA
+$1.5M
5
MSFT icon
Microsoft
MSFT
+$1.45M

Sector Composition

1 Technology 18.59%
2 Healthcare 12.34%
3 Financials 10.11%
4 Consumer Staples 7%
5 Consumer Discretionary 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$63.5K 0.02%
866
-152
127
$62.5K 0.02%
287
128
$61.8K 0.02%
599
+407
129
$60.8K 0.02%
483
130
$60.6K 0.02%
531
131
$60.6K 0.02%
801
132
$60.2K 0.02%
547
133
$57.6K 0.02%
405
134
$52.6K 0.01%
1,026
135
$49.5K 0.01%
564
136
$48.7K 0.01%
84
137
$48.2K 0.01%
875
138
$46.3K 0.01%
508
139
$46.2K 0.01%
503
140
$45.6K 0.01%
465
141
$44.2K 0.01%
246
142
$43.3K 0.01%
3,200
143
$41.1K 0.01%
1,479
144
$40.3K 0.01%
544
145
$40K 0.01%
49
146
$38.5K 0.01%
335
147
$37.9K 0.01%
286
148
$37.6K 0.01%
280
149
$34.9K 0.01%
165
+60
150
$34.9K 0.01%
247
4 5
6
7 8