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
151
$34.2K 0.01%
1,350
152
$32.9K 0.01%
660
153
$32.3K 0.01%
63
154
$32.1K 0.01%
220
155
$31.3K 0.01%
534
156
$31K 0.01%
839
157
$30.7K 0.01%
113
158
$29.9K 0.01%
229
159
$29.6K 0.01%
272
160
$29.4K 0.01%
231
161
$29.4K 0.01%
387
162
$29.2K 0.01%
250
163
$28.7K 0.01%
767
164
$28.5K 0.01%
364
165
$27.1K 0.01%
666
166
$26.3K 0.01%
224
167
$26.1K 0.01%
641
168
$25.9K 0.01%
99
169
$25.9K 0.01%
7,100
170
$25.6K 0.01%
1,291
171
$25.2K 0.01%
104
172
$24.9K 0.01%
50
173
$24.6K 0.01%
406
174
$24.2K 0.01%
1,404
175
$23.9K 0.01%
572
+305
5 6
7
8 9