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
126
$63.8K 0.02%
483
127
$63.4K 0.02%
287
128
$61.4K 0.02%
84
129
$59.3K 0.02%
599
130
$55.1K 0.01%
564
131
$52.2K 0.01%
405
132
$51.1K 0.01%
246
133
$48.7K 0.01%
156
-3,331
134
$47.2K 0.01%
1,026
135
$46.2K 0.01%
875
136
$46.1K 0.01%
503
137
$44.9K 0.01%
544
138
$43.7K 0.01%
508
139
$42.6K 0.01%
250
140
$42.6K 0.01%
465
141
$42.5K 0.01%
335
142
$41.7K 0.01%
247
143
$40.3K 0.01%
113
144
$39K 0.01%
49
145
$38.9K 0.01%
286
146
$37.2K 0.01%
280
147
$36.6K 0.01%
3,200
148
$34.9K 0.01%
666
149
$34.6K 0.01%
387
150
$34.6K 0.01%
660
4 5
6
7 8