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
$357M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$513K
2
+$482K
3
+$343K

Top Sells

1
+$855K
2
+$661K
3
+$485K
4
MSFT icon
Microsoft
MSFT
+$433K
5
EW icon
Edwards Lifesciences
EW
+$418K

Sector Composition

1 Healthcare 18.13%
2 Technology 16.71%
3 Financials 13.52%
4 Consumer Discretionary 10.49%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.7M 6.35%
61,778
-2,327
2
$15.7M 4.4%
278,572
-8,600
3
$13.9M 3.89%
204,514
-9,718
4
$12.4M 3.46%
108,195
-3,782
5
$10.7M 2.99%
190,814
-5,638
6
$10.4M 2.91%
58,595
-2,044
7
$10.2M 2.85%
215,228
-6,105
8
$9.97M 2.79%
129,208
-3,384
9
$9.35M 2.62%
4,713
-112
10
$9.05M 2.53%
103,752
-4,332
11
$9.01M 2.52%
79,883
-2,260
12
$8.77M 2.46%
111,458
-4,023
13
$8.66M 2.42%
163,969
-4,154
14
$8.4M 2.35%
52,802
-1,775
15
$8.19M 2.29%
43,698
-1,434
16
$7.99M 2.23%
81,188
-2,166
17
$7.5M 2.1%
74,900
-2,500
18
$7.32M 2.05%
75,950
-2,421
19
$7.32M 2.05%
137,029
-3,810
20
$7.18M 2.01%
81,622
-2,851
21
$7.14M 2%
92,540
-3,363
22
$7.1M 1.99%
51,380
-2,005
23
$7.05M 1.97%
19,947
-783
24
$6.93M 1.94%
81,479
-3,006
25
$6.91M 1.93%
33,378
-1,438
1
2 3