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
201
$10.3K ﹤0.01%
+92
202
$10.3K ﹤0.01%
+65
203
$10.2K ﹤0.01%
+267
204
$9.5K ﹤0.01%
+33
205
$8.87K ﹤0.01%
+27
206
$8.61K ﹤0.01%
+124
207
$8.21K ﹤0.01%
+50
208
$8.16K ﹤0.01%
+200
209
$8.01K ﹤0.01%
+536
210
$7.2K ﹤0.01%
+114
211
$7.11K ﹤0.01%
+90
212
$6.97K ﹤0.01%
+126
213
$6.89K ﹤0.01%
+19
214
$5.93K ﹤0.01%
+14
215
$5.86K ﹤0.01%
+25
216
$5.79K ﹤0.01%
+14
217
$5.58K ﹤0.01%
+22
218
$5.52K ﹤0.01%
+26
219
$4.96K ﹤0.01%
+28
220
$4.87K ﹤0.01%
+21
221
$4.85K ﹤0.01%
+88
222
$4.6K ﹤0.01%
+78
223
$4.5K ﹤0.01%
+15
224
$4.26K ﹤0.01%
+9
225
$4.2K ﹤0.01%
+17
6 7 8
9
10