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
$242M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$8.72M
3
+$6.7M
4
MRK icon
Merck
MRK
+$6.33M
5
SLB icon
SLB Ltd
SLB
+$5.59M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 18.23%
2 Technology 14.8%
3 Financials 10.56%
4 Consumer Staples 9.84%
5 Energy 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.55M 1.05%
+61,005
52
$2.35M 0.97%
+33,148
53
$2.32M 0.96%
+61,011
54
$2.29M 0.95%
+19,859
55
$1.84M 0.76%
+64,384
56
$1.21M 0.5%
+24,449
57
$977K 0.4%
+13,010
58
$783K 0.32%
+29,850
59
$578K 0.24%
+7,775
60
$552K 0.23%
+13,656
61
$472K 0.19%
+11,406
62
$454K 0.19%
+5,000
63
$441K 0.18%
+10,800
64
$411K 0.17%
+5,000
65
$376K 0.16%
+4,500
66
$343K 0.14%
+6,200
67
$340K 0.14%
+13,086
68
$308K 0.13%
+5,000
69
$306K 0.13%
+3,169
70
$267K 0.11%
+22,360
71
$263K 0.11%
+3,700
72
$255K 0.11%
+3,507
73
$247K 0.1%
+3,500
74
$227K 0.09%
+7,820
75
$210K 0.09%
+3,768
1 2
3
4