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
$500M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$4M
3
+$3.82M
4
DE icon
Deere & Co
DE
+$3.64M
5
HUBB icon
Hubbell
HUBB
+$3.41M

Top Sells

1
+$3.81M
2
+$2.82M
3
+$2.77M
4
TJX icon
TJX Companies
TJX
+$1.48M
5
LOW icon
Lowe's Companies
LOW
+$805K

Sector Composition

1 Technology 24.63%
2 Financials 14.19%
3 Healthcare 11.84%
4 Communication Services 9.72%
5 Consumer Discretionary 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.67M 0.53%
34,776
+4,450
52
$1.13M 0.23%
23,020
53
$661K 0.13%
3,864
+97
54
$651K 0.13%
2,140
-9,116
55
$577K 0.12%
2,340
+40
56
$460K 0.09%
1,865
+150
57
$318K 0.06%
1,150
-400
58
$255K 0.05%
+450
59
$215K 0.04%
+2,465
60
– –
-5,787
61
– –
-70,630
1 2
3