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
$357M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$513K
2
+$482K
3
+$343K

Top Sells

1
+$855K
2
+$661K
3
+$485K
4
MSFT icon
Microsoft
MSFT
+$433K
5
EW icon
Edwards Lifesciences
EW
+$418K

Sector Composition

1 Healthcare 18.13%
2 Technology 16.71%
3 Financials 13.52%
4 Consumer Discretionary 10.49%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.7M 1.87%
112,200
-3,900
27
$6.69M 1.87%
61,274
-1,937
28
$6.53M 1.83%
184,324
-5,896
29
$6.49M 1.82%
58,070
-1,930
30
$6.35M 1.78%
48,958
-217
31
$5.77M 1.61%
34,525
-693
32
$5.76M 1.61%
69,193
-2,749
33
$5.65M 1.58%
92,762
-2,568
34
$5.48M 1.53%
38,812
-975
35
$5.46M 1.53%
103,958
-3,882
36
$5.29M 1.48%
77,696
-3,009
37
$5.22M 1.46%
86,440
-3,480
38
$5.05M 1.41%
24,679
-393
39
$4.98M 1.39%
66,504
-1,966
40
$4.04M 1.13%
23,951
-70
41
$3.95M 1.1%
37,250
42
$3.58M 1%
16,729
-401
43
$3.04M 0.85%
26,487
-380
44
$3.04M 0.85%
10,450
-1,008
45
$2.78M 0.78%
39,240
-450
46
$2.59M 0.72%
38,259
-1,011
47
$2.46M 0.69%
11,040
+1,540
48
$2M 0.56%
34,500
-7,200
49
$1.15M 0.32%
7,598
-1,650
50
$1.02M 0.28%
23,670
-2,100
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