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
151
$35.3K 0.01%
+247
152
$34K 0.01%
+250
153
$33.5K 0.01%
+7,100
154
$32.3K 0.01%
+286
155
$32.3K 0.01%
+231
156
$31.9K 0.01%
+660
157
$31.5K 0.01%
+839
158
$30.3K 0.01%
+220
159
$30.3K 0.01%
+197
160
$30.1K 0.01%
+229
161
$29.9K 0.01%
+387
162
$29.6K 0.01%
+63
163
$29.3K 0.01%
+99
164
$29.1K 0.01%
+272
165
$28.4K 0.01%
+224
166
$28.1K 0.01%
+534
167
$26.9K 0.01%
+364
168
$26K 0.01%
+767
169
$25.2K 0.01%
+104
170
$24.9K 0.01%
+1,404
171
$24.6K 0.01%
+73
172
$24.6K 0.01%
+406
173
$24.4K 0.01%
+641
174
$24.3K 0.01%
+106
175
$24.2K 0.01%
+750