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
$272M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.2M
2 +$1.38M
3 +$1.26M
4
IBM icon
IBM
IBM
+$269K
5
MMM icon
3M
MMM
+$231K

Top Sells

1 +$3.22M
2 +$2.53M
3 +$584K
4
ESRX
Express Scripts Holding Company
ESRX
+$423K
5
WMT icon
Walmart Inc. Common Stock
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$207K 0.08%
+4,300