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
1
$18.8M 7.77%
+280,922
2
$8.72M 3.6%
+212,018
3
$6.7M 2.76%
+27,447
4
$6.33M 2.61%
+132,625
5
$5.59M 2.31%
+62,060
6
$5.54M 2.29%
+54,773
7
$5.29M 2.18%
+264,124
8
$5.21M 2.15%
+72,651
9
$4.98M 2.06%
+54,421
10
$4.96M 2.05%
+177,744
11
$4.86M 2.01%
+67,909
12
$4.79M 1.98%
+66,496
13
$4.74M 1.96%
+63,124
14
$4.71M 1.94%
+93,290
15
$4.69M 1.94%
+65,530
16
$4.63M 1.91%
+89,248
17
$4.48M 1.85%
+53,253
18
$4.39M 1.81%
+76,551
19
$4.37M 1.8%
+168,556
20
$4.36M 1.8%
+70,585
21
$4.17M 1.72%
+180,621
22
$4.1M 1.69%
+34,575
23
$3.99M 1.64%
+63,029
24
$3.98M 1.64%
+104,000
25
$3.87M 1.6%
+59,355
1
2 3 4