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
201
$9.35K ﹤0.01%
+5
202
$9.01K ﹤0.01%
92
203
$8.96K ﹤0.01%
65
204
$8.43K ﹤0.01%
33
205
$8.34K ﹤0.01%
536
206
$8.13K ﹤0.01%
124
207
$7.78K ﹤0.01%
30
208
$7.76K ﹤0.01%
200
209
$7.68K ﹤0.01%
50
-147
210
$7.55K ﹤0.01%
50
211
$7.26K ﹤0.01%
126
212
$6.58K ﹤0.01%
27
213
$6.57K ﹤0.01%
14
214
$6.34K ﹤0.01%
25
215
$6.27K ﹤0.01%
19
216
$6.1K ﹤0.01%
12
-1,453
217
$6.06K ﹤0.01%
+160
218
$5.88K ﹤0.01%
14
219
$5.39K ﹤0.01%
84
-30
220
$5.24K ﹤0.01%
26
221
$5.18K ﹤0.01%
15
222
$4.84K ﹤0.01%
78
223
$4.58K ﹤0.01%
88
224
$4.39K ﹤0.01%
11
225
$4.36K ﹤0.01%
9
7 8
9
10 11