EVM
Evelyn V. Moreno Portfolio holdings
AUM
$212M
This Quarter Return
+5.44%
1 Year Return
+31.13%
3 Year Return
+39.44%
5 Year Return
+122.36%
10 Year Return
+222.56%
AUM
$272M
AUM Growth
+$272M
(+4.3%)
Cap. Flow
-$1.04M
Cap. Flow
% of AUM
-0.38%
Top 10 Holdings %
Top 10 Hldgs %
28.73%
Holding
76
New
4
Increased
43
Reduced
20
Closed
–
Top Buys
| 1 |
Qualcomm
QCOM
|
$2.2M |
| 2 |
Cenovus Energy
CVE
|
$1.38M |
| 3 |
Wells Fargo
WFC
|
$1.26M |
| 4 |
IBM
IBM
|
$269K |
| 5 |
3M
MMM
|
$231K |
Top Sells
| 1 |
Sysco
SYY
|
$3.22M |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
$2.53M |
| 3 |
Merck
MRK
|
$584K |
| 4 |
ESRX
Express Scripts Holding Company
ESRX
|
$423K |
| 5 |
Walmart
WMT
|
$253K |
Sector Composition
| 1 | Healthcare | 18.54% |
| 2 | Technology | 16.84% |
| 3 | Financials | 10.77% |
| 4 | Consumer Staples | 8.98% |
| 5 | Energy | 8.46% |