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
201
$7.68K ﹤0.01%
200
202
$7.56K ﹤0.01%
104
-111
203
$7.51K ﹤0.01%
14
204
$7.38K ﹤0.01%
19
205
$7.36K ﹤0.01%
92
206
$7.12K ﹤0.01%
14
207
$7.07K ﹤0.01%
126
208
$6.94K ﹤0.01%
160
209
$6.74K ﹤0.01%
25
210
$6.52K ﹤0.01%
27
211
$6.33K ﹤0.01%
12
212
$6.19K ﹤0.01%
26
213
$5.79K ﹤0.01%
21
214
$5.75K ﹤0.01%
15
215
$5.49K ﹤0.01%
84
216
$4.94K ﹤0.01%
88
217
$4.51K ﹤0.01%
9
218
$4.01K ﹤0.01%
9
219
$3.92K ﹤0.01%
11
220
$3.9K ﹤0.01%
5
221
$3.86K ﹤0.01%
14
222
$3.77K ﹤0.01%
17
223
$3.73K ﹤0.01%
37
224
$2.2K ﹤0.01%
16
225
$2.19K ﹤0.01%
12
6 7 8
9
10