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
$365M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$5.21M
3
+$4.95M
4
META icon
Meta Platforms (Facebook)
META
+$4.82M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.1M

Top Sells

1
+$3.11M
2
+$2.28M
3
+$555K
4
HD icon
Home Depot
HD
+$504K
5
DHR icon
Danaher
DHR
+$481K

Sector Composition

1 Technology 15.42%
2 Healthcare 14.89%
3 Financials 14.77%
4 Consumer Discretionary 9.94%
5 Communication Services 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.05M 1.93%
25,945
+2,965
27
$6.97M 1.91%
115,657
-2,826
28
$6.8M 1.87%
107,857
+2,444
29
$6.79M 1.86%
111,460
+1,640
30
$6.34M 1.74%
68,714
-460
31
$6.24M 1.71%
26,881
-2,172
32
$5.82M 1.6%
31,849
+345
33
$5.34M 1.46%
24,061
-10,255
34
$5.29M 1.45%
+26,605
35
$5.26M 1.44%
86,180
+2,200
36
$5.21M 1.43%
+178,675
37
$5.15M 1.41%
45,072
-2,712
38
$4.95M 1.36%
+30,000
39
$4.82M 1.32%
+27,048
40
$4.46M 1.22%
75,691
-1,935
41
$4.16M 1.14%
58,956
+4,770
42
$3.63M 1%
24,001
-13
43
$3.58M 0.98%
28,440
+1,090
44
$3.52M 0.97%
16,924
+700
45
$3.48M 0.95%
31,608
+5,611
46
$3.14M 0.86%
91,959
+5,539
47
$3.06M 0.84%
38,128
+471
48
$2.48M 0.68%
41,413
+10,294
49
$2.15M 0.59%
7,250
-1,350
50
$1.39M 0.38%
4,762
+3,780
1
2
3