EVM

Evelyn V. Moreno Portfolio holdings

AUM $212M
1-Year Est. Return 31.13%
This Quarter Est. Return
1 Year Est. Return
+31.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$8.72M
3
+$6.7M
4
MRK icon
Merck
MRK
+$6.33M
5
SLB icon
SLB Ltd
SLB
+$5.59M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 18.23%
2 Technology 14.8%
3 Financials 10.56%
4 Consumer Staples 9.84%
5 Energy 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.86M 1.59%
+77,400
27
$3.82M 1.57%
+46,010
28
$3.8M 1.57%
+46,663
29
$3.8M 1.57%
+28,272
30
$3.79M 1.56%
+41,895
31
$3.76M 1.55%
+47,950
32
$3.76M 1.55%
+149,407
33
$3.61M 1.49%
+50,695
34
$3.61M 1.49%
+34,914
35
$3.6M 1.49%
+202,225
36
$3.46M 1.43%
+41,315
37
$3.44M 1.42%
+153,365
38
$3.42M 1.41%
+102,298
39
$3.32M 1.37%
+56,820
40
$3.26M 1.34%
+90,308
41
$3.25M 1.34%
+39,467
42
$3.16M 1.3%
+71,483
43
$3.12M 1.29%
+83,289
44
$3.02M 1.25%
+16,362
45
$2.98M 1.23%
+54,658
46
$2.91M 1.2%
+41,370
47
$2.88M 1.19%
+39,223
48
$2.73M 1.13%
+60,135
49
$2.59M 1.07%
+36,888
50
$2.57M 1.06%
+67,033
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