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
176
$22K 0.01%
406
177
$21.8K 0.01%
1,500
178
$20.9K 0.01%
106
179
$19.8K 0.01%
409
180
$19.5K ﹤0.01%
300
181
$19.4K ﹤0.01%
276
-590
182
$19K ﹤0.01%
86
183
$16.2K ﹤0.01%
545
184
$16K ﹤0.01%
1,289
185
$14.9K ﹤0.01%
2,823
186
$13.2K ﹤0.01%
72
187
$12.2K ﹤0.01%
124
188
$11.8K ﹤0.01%
27
189
$11.5K ﹤0.01%
719
190
$10.9K ﹤0.01%
131
191
$10.7K ﹤0.01%
65
192
$9.99K ﹤0.01%
5
193
$9.53K ﹤0.01%
30
194
$9.43K ﹤0.01%
33
195
$9.25K ﹤0.01%
536
196
$9.03K ﹤0.01%
267
-305
197
$8.11K ﹤0.01%
90
198
$7.96K ﹤0.01%
50
199
$7.89K ﹤0.01%
50
200
$7.69K ﹤0.01%
257
-3,616
6 7
8
9 10