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
176
$23.7K 0.01%
+105
177
$23.7K 0.01%
+1,291
178
$23.2K 0.01%
+50
179
$21.8K 0.01%
+481
180
$21.6K 0.01%
+106
181
$21.5K 0.01%
+121
182
$20.9K 0.01%
+104
183
$20K 0.01%
+1,761
184
$19.5K 0.01%
+270
185
$19.3K 0.01%
+300
186
$18.4K 0.01%
+409
187
$18.2K ﹤0.01%
+100
188
$17.8K ﹤0.01%
+192
189
$17.1K ﹤0.01%
+1,500
190
$16.1K ﹤0.01%
+86
191
$16K ﹤0.01%
+545
192
$15.8K ﹤0.01%
+1,289
193
$14.9K ﹤0.01%
+719
194
$13.6K ﹤0.01%
+2,823
195
$13.5K ﹤0.01%
+136
196
$13.1K ﹤0.01%
+215
197
$12.1K ﹤0.01%
+30
198
$11.8K ﹤0.01%
+131
199
$11.7K ﹤0.01%
+72
200
$11.1K ﹤0.01%
+27