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
$326M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$202K
3
+$40.5K
4
TMO icon
Thermo Fisher Scientific
TMO
+$15.2K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$14.1K

Top Sells

1
+$3.23M
2
+$1.86M
3
+$1.5M
4
ADP icon
Automatic Data Processing
ADP
+$1.27M
5
SYK icon
Stryker
SYK
+$843K

Sector Composition

1 Healthcare 17.55%
2 Technology 15.81%
3 Financials 12.93%
4 Consumer Discretionary 8.79%
5 Industrials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.16M 1.89%
93,470
-1,250
27
$6.12M 1.88%
81,842
-620
28
$5.85M 1.8%
38,170
-4,050
29
$5.51M 1.69%
20,315
-155
30
$5.49M 1.69%
120,840
-1,400
31
$5.28M 1.62%
60,540
-552
32
$5.24M 1.61%
36,638
-310
33
$5.17M 1.59%
115,679
-802
34
$4.57M 1.4%
18,905
35
$4.5M 1.38%
84,695
-1,470
36
$4.37M 1.34%
91,300
-575
37
$4.25M 1.31%
79,310
-500
38
$4.2M 1.29%
134,125
-26,225
39
$4.1M 1.26%
47,348
+468
40
$4.08M 1.25%
31,527
-397
41
$4.06M 1.25%
87,440
-440
42
$3.52M 1.08%
20,807
-345
43
$3.38M 1.04%
23,986
+100
44
$2.57M 0.79%
+12,960
45
$2.42M 0.74%
39,505
-315
46
$2.09M 0.64%
26,952
-250
47
$1.91M 0.59%
37,250
48
$1.83M 0.56%
17,888
-12,380
49
$1.83M 0.56%
45,894
-1,367
50
$1.61M 0.5%
29,650
-600
1
2
3