EPAM

Evelyn Partners Asset Management Portfolio holdings

AUM $443M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$443M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1 +$8.53M
2 +$4.75M
3 +$4.27M
4
CME icon
CME Group
CME
+$3.82M
5
NVO icon
Novo Nordisk
NVO
+$2.27M

Top Sells

1 +$6.71M
2 +$4.13M
3 +$2.96M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.02M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$509K

Sector Composition

1 Technology 18.98%
2 Healthcare 10.29%
3 Financials 10.18%
4 Communication Services 7.89%
5 Consumer Discretionary 6.72%