EVM
Evelyn V. Moreno Portfolio holdings
AUM
$212M
1-Year Est. Return
31.13%
1 Year Est. Return
+31.13%
AUM
$212M
AUM Growth
-$247M
(-54%)
Holding
153
Top Buys
| 1 | +$5.08M | |
| 2 | +$2.23M | |
| 3 | +$2M | |
| 4 |
Broadcom
AVGO
|
+$1.19M |
| 5 |
Colgate-Palmolive
CL
|
+$306K |
Top Sells
| 1 | +$25.1M | |
| 2 | +$21.4M | |
| 3 | +$19.1M | |
| 4 |
Amazon
AMZN
|
+$11.5M |
| 5 |
NVIDIA
NVDA
|
+$9.71M |
Sector Composition
| 1 | Technology | 24.71% |
| 2 | Healthcare | 13.76% |
| 3 | Financials | 13.1% |
| 4 | Consumer Discretionary | 9.7% |
| 5 | Industrials | 7.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alphabet (Google) Class A
GOOGL
$3.42T
| $2.65M | 1.25% |
18,960
-38,177
|
|
||
27
Johnson & Johnson
JNJ
$449B
| $2.62M | 1.24% |
16,735
-12,883
|
|
||
28
Thermo Fisher Scientific
TMO
$212B
| $2.6M | 1.22% |
4,889
-8,678
|
|
||
29
General Dynamics
GD
$92.3B
| $2.59M | 1.22% |
9,963
-17,347
|
|
||
30
PepsiCo
PEP
$196B
| $2.58M | 1.22% |
15,194
-31,780
|
|
||
31
Costco
COST
$411B
| $2.56M | 1.21% |
3,883
|
|
||
32
Deere & Co
DE
$125B
| $2.52M | 1.19% |
6,299
-11,255
|
|
||
33
Marsh & McLennan
MMC
$86.8B
| $2.23M | 1.05% |
+11,745
|
|
||
34
Medtronic
MDT
$116B
| $2.19M | 1.03% |
26,534
-46,546
|
|
||
35
Walmart
WMT
$810B
| $2.08M | 0.98% |
39,600
-64,356
|
|
||
36
Coca-Cola
KO
$292B
| $2.07M | 0.98% |
35,156
-71,068
|
|
||
37
Roper Technologies
ROP
$48.3B
| $2.05M | 0.97% |
3,765
-7,050
|
|
||
38
Morgan Stanley
MS
$260B
| $2M | 0.94% |
+21,395
|
|
||
39
American Tower
AMT
$82.7B
| $1.95M | 0.92% |
9,019
-15,684
|
|
||
40
Merck
MRK
$206B
| $1.89M | 0.89% |
17,344
-18,571
|
|
||
41
Blackrock
BLK
$166B
| $1.85M | 0.87% |
2,282
-4,194
|
|
||
42
W.W. Grainger
GWW
$46.2B
| $1.7M | 0.8% |
2,050
|
|
||
43
Berkshire Hathaway Class A
BRK.A
$1.02T
| $1.63M | 0.77% |
3
|
|
||
44
Exxon Mobil
XOM
$480B
| $1.61M | 0.76% |
16,115
-33,368
|
|
||
45
NextEra Energy
NEE
$170B
| $1.59M | 0.75% |
26,201
-49,357
|
|
||
46
Lowe's Companies
LOW
$132B
| $1.52M | 0.72% |
6,851
-7,065
|
|
||
47
Chevron
CVX
$310B
| $1.52M | 0.72% |
10,189
-20,499
|
|
||
48
iShares MSCI EAFE ETF
EFA
$68.2B
| $1.49M | 0.7% |
19,790
-63,595
|
|
||
|
49
Broadcom
AVGO
$1.71T
| $1.19M | 0.56% |
+10,700
|
|
||
50
Automatic Data Processing
ADP
$104B
| $1.18M | 0.55% |
5,045
-777
|
|