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
$212M
AUM Growth
-$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$5.08M
2 +$2.23M
3 +$2M
4
AVGO icon
Broadcom
AVGO
+$1.19M
5
CL icon
Colgate-Palmolive
CL
+$306K

Top Sells

1 +$25.1M
2 +$21.4M
3 +$19.1M
4
AMZN icon
Amazon
AMZN
+$11.5M
5
NVDA icon
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
IR icon
76
Ingersoll Rand
IR
$30B
$502K 0.24%
6,491
SHV icon
77
iShares Short Treasury Bond ETF
SHV
$20.7B
$485K 0.23%
4,405
-3,143
ABT icon
78
Abbott
ABT
$215B
$474K 0.22%
4,310
CPRT icon
79
Copart
CPRT
$41.6B
$461K 0.22%
9,404
TSM icon
80
TSMC
TSM
$1.58T
$454K 0.21%
4,361
RELX icon
81
RELX
RELX
$80.4B
$450K 0.21%
11,353
CP icon
82
Canadian Pacific Kansas City
CP
$63.7B
$449K 0.21%
5,675
KR icon
83
Kroger
KR
$42B
$426K 0.2%
9,325
DHI icon
84
D.R. Horton
DHI
$42.7B
$398K 0.19%
2,621
NMR icon
85
Nomura Holdings
NMR
$20.9B
$396K 0.19%
87,744
HES
86
DELISTED
Hess
HES
$384K 0.18%
2,663
ING icon
87
ING
ING
$73.6B
$379K 0.18%
25,210
+1,355
EMR icon
88
Emerson Electric
EMR
$78.8B
$373K 0.18%
3,835
UNH icon
89
UnitedHealth
UNH
$302B
$369K 0.17%
701
LEN icon
90
Lennar Class A
LEN
$30.8B
$364K 0.17%
2,525
WPM icon
91
Wheaton Precious Metals
WPM
$44.1B
$357K 0.17%
7,243
UPS icon
92
United Parcel Service
UPS
$79.7B
$357K 0.17%
2,270
SAP icon
93
SAP
SAP
$307B
$353K 0.17%
2,281
TRGP icon
94
Targa Resources
TRGP
$33.6B
$351K 0.17%
4,039
ED icon
95
Consolidated Edison
ED
$34.9B
$330K 0.16%
3,633
ECL icon
96
Ecolab
ECL
$72.9B
$330K 0.16%
1,664
+299
CB icon
97
Chubb
CB
$110B
$328K 0.15%
1,450
PHM icon
98
Pultegroup
PHM
$23.1B
$324K 0.15%
3,140
SONY icon
99
Sony
SONY
$167B
$318K 0.15%
16,790
AMAT icon
100
Applied Materials
AMAT
$189B
$318K 0.15%
1,961