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
151
$33.5K 0.01%
534
152
$33.4K 0.01%
7,100
153
$33.2K 0.01%
364
154
$32.7K 0.01%
1,350
155
$32.1K 0.01%
229
156
$31.5K 0.01%
63
157
$31.1K 0.01%
224
158
$30.6K 0.01%
99
159
$30.5K 0.01%
767
160
$29.9K 0.01%
839
161
$29.8K 0.01%
272
162
$29.8K 0.01%
231
163
$29.7K 0.01%
220
164
$29K 0.01%
104
165
$27K 0.01%
641
166
$26.3K 0.01%
270
167
$25.6K 0.01%
104
168
$25.6K 0.01%
73
169
$25.6K 0.01%
50
170
$25K 0.01%
1,404
171
$24.9K 0.01%
106
172
$24.5K 0.01%
1,291
173
$24.5K 0.01%
750
174
$24.5K 0.01%
105
-60
175
$23.1K 0.01%
1,761
5 6
7
8 9