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
$240M
AUM Growth
+$7.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$4.05M
3
+$2.99M
4
TROW icon
T. Rowe Price
TROW
+$2.31M
5
XOM icon
Exxon Mobil
XOM
+$1.7M

Top Sells

1
+$7.46M
2
+$3.62M
3
+$2.73M
4
NOV icon
NOV
NOV
+$2.27M
5
QCOM icon
Qualcomm
QCOM
+$2.23M

Sector Composition

1 Healthcare 19.26%
2 Technology 16.13%
3 Financials 13.8%
4 Consumer Staples 9.18%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.27M 1.78%
74,085
27
$4.16M 1.73%
27,881
-84
28
$4.15M 1.73%
62,280
-15
29
$4.09M 1.71%
34,017
+162
30
$4.05M 1.69%
149,135
-587
31
$4.05M 1.69%
+39,448
32
$4.02M 1.67%
72,425
-463
33
$3.92M 1.63%
64,871
+1,232
34
$3.79M 1.58%
28,727
-10
35
$3.74M 1.56%
102,392
+75
36
$3.72M 1.55%
74,595
+1,350
37
$3.71M 1.54%
46,680
38
$3.61M 1.5%
140,568
-450
39
$3.46M 1.44%
76,925
+4,735
40
$3.25M 1.35%
177,475
41
$3.21M 1.34%
84,560
-72,040
42
$3.16M 1.32%
69,080
+18,565
43
$2.99M 1.25%
99,956
44
$2.99M 1.24%
+76,760
45
$2.83M 1.18%
51,450
+800
46
$2.62M 1.09%
39,500
-100
47
$2.5M 1.04%
69,200
48
$2.08M 0.87%
24,551
-300
49
$2.05M 0.85%
18,186
+90
50
$2.02M 0.84%
23,100
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