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
1
$25.8M 6.93%
+219,269
2
$23.4M 6.29%
+96,496
3
$20.2M 5.43%
+47,826
4
$15.5M 4.17%
+81,758
5
$14M 3.76%
+63,735
6
$13.5M 3.62%
+42,581
7
$12.1M 3.24%
+33,455
8
$12M 3.22%
+40,805
9
$10.5M 2.81%
+28,173
10
$10.3M 2.77%
+19,553
11
$10.3M 2.76%
+392,603
12
$10M 2.71%
+90,253
13
$9.91M 2.67%
+15,761
14
$8.4M 2.26%
+50,094
15
$8.12M 2.19%
+2,536
16
$7.81M 2.1%
+17,558
17
$7.4M 1.99%
+86,750
18
$6.9M 1.86%
+56,857
19
$6.79M 1.83%
+95,564
20
$6.22M 1.67%
+11,544
21
$6.21M 1.67%
+17,653
22
$6.08M 1.64%
+70,675
23
$5.99M 1.61%
+36,756
24
$5.88M 1.58%
+173,253
25
$4.98M 1.34%
+78,069
1
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