EVM
Evelyn V. Moreno Portfolio holdings
AUM
$212M
1-Year Est. Return
31.13%
1 Year Est. Return
+31.13%
AUM
$212M
AUM Growth
-$247M
(-54%)
Holding
153
Top Buys
| 1 | +$5.08M | |
| 2 | +$2.23M | |
| 3 | +$2M | |
| 4 |
Broadcom
AVGO
|
+$1.19M |
| 5 |
Colgate-Palmolive
CL
|
+$306K |
Top Sells
| 1 | +$25.1M | |
| 2 | +$21.4M | |
| 3 | +$19.1M | |
| 4 |
Amazon
AMZN
|
+$11.5M |
| 5 |
NVIDIA
NVDA
|
+$9.71M |
Sector Composition
| 1 | Technology | 24.71% |
| 2 | Healthcare | 13.76% |
| 3 | Financials | 13.1% |
| 4 | Consumer Discretionary | 9.7% |
| 5 | Industrials | 7.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Home Depot
HD
$377B
| $1.15M | 0.54% |
3,320
-8,500
|
|
||
52
Novo Nordisk
NVO
$218B
| $1.11M | 0.52% |
10,740
|
|
||
53
Berkshire Hathaway Class B
BRK.B
$1.03T
| $1.1M | 0.52% |
3,090
-5,123
|
|
||
54
Eli Lilly
LLY
$802B
| $1.03M | 0.48% |
1,761
|
|
||
55
Oracle
ORCL
$735B
| $1.01M | 0.48% |
9,561
-1,000
|
|
||
56
Zoetis
ZTS
$64B
| $1M | 0.47% |
5,081
|
|
||
57
iShares Russell 2000 ETF
IWM
$70.4B
| $861K | 0.41% |
4,288
-8,960
|
|
||
58
Visa
V
$651B
| $844K | 0.4% |
3,241
|
|
||
59
ASML
ASML
$414B
| $834K | 0.39% |
1,102
|
|
||
60
Unilever
UL
$149B
| $777K | 0.37% |
16,034
+270
|
|
||
61
Meta Platforms (Facebook)
META
$1.61T
| $735K | 0.35% |
2,076
|
|
||
62
AbbVie
ABBV
$374B
| $718K | 0.34% |
4,635
-51
|
|
||
63
Tesla
TSLA
$1.56T
| $709K | 0.33% |
2,855
-93
|
|
||
64
Celanese
CE
$4.06B
| $691K | 0.33% |
4,445
|
|
||
65
AstraZeneca
AZN
$253B
| $636K | 0.3% |
9,446
-648
|
|
||
66
KLA
KLAC
$161B
| $621K | 0.29% |
1,068
|
|
||
67
Analog Devices
ADI
$115B
| $608K | 0.29% |
3,060
|
|
||
68
Tenaris
TS
$21.2B
| $596K | 0.28% |
17,135
|
|
||
69
SPDR S&P 500 ETF Trust
SPY
$679B
| $570K | 0.27% |
1,200
-6,010
|
|
||
70
Diageo
DEO
$51.9B
| $565K | 0.27% |
3,880
|
|
||
71
US Bancorp
USB
$72.5B
| $559K | 0.26% |
12,905
-78,201
|
|
||
72
HDFC Bank
HDB
$187B
| $555K | 0.26% |
8,263
+809
|
|
||
73
Mercado Libre
MELI
$117B
| $545K | 0.26% |
347
|
|
||
74
Loews
L
$20.6B
| $528K | 0.25% |
7,582
|
|
||
75
iShares Core S&P 500 ETF
IVV
$679B
| $513K | 0.24% |
1,075
|
|