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
176
$23.3K 0.01%
106
177
$23.1K 0.01%
73
178
$22.3K 0.01%
481
179
$22.1K 0.01%
750
180
$22K 0.01%
104
181
$21.7K 0.01%
106
182
$20.1K 0.01%
1,761
183
$19.6K 0.01%
270
184
$19.6K 0.01%
86
185
$17.9K 0.01%
300
186
$17.5K ﹤0.01%
1,500
187
$16.6K ﹤0.01%
409
188
$16.3K ﹤0.01%
+90
189
$16.2K ﹤0.01%
1,289
190
$15.7K ﹤0.01%
+294
191
$15.4K ﹤0.01%
545
192
$14.7K ﹤0.01%
+70
193
$14.6K ﹤0.01%
2,823
194
$13.7K ﹤0.01%
719
195
$13.7K ﹤0.01%
215
196
$12.8K ﹤0.01%
238
-475
197
$12.2K ﹤0.01%
136
198
$10.6K ﹤0.01%
131
199
$10.4K ﹤0.01%
72
200
$10K ﹤0.01%
27
6 7
8
9 10