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
$432M
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$12.9M
3
+$9.95M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.22M
5
JPM icon
JPMorgan Chase
JPM
+$4.84M

Top Sells

1
+$1.5M
2
+$1M
3
+$259K
4
SBNY
Signature Bank
SBNY
+$215K
5
ABT icon
Abbott
ABT
+$209K

Sector Composition

1 Technology 19.46%
2 Healthcare 14.34%
3 Financials 13.54%
4 Industrials 8.77%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.8M 6.19%
206,014
+100,542
2
$23.7M 5.49%
53,593
+29,107
3
$23.4M 5.42%
97,684
+41,505
4
$11.2M 2.6%
126,689
+51,756
5
$10.7M 2.47%
126,984
+53,265
6
$10.4M 2.39%
77,215
+36,097
7
$9.33M 2.16%
26,819
+12,761
8
$8.86M 2.05%
135,027
+79,547
9
$8.69M 2.01%
36,943
+18,601
10
$8.51M 1.97%
89,888
+42,497
11
$7.97M 1.84%
52,588
+29,921
12
$7.85M 1.82%
43,474
+25,085
13
$7.77M 1.8%
31,775
+17,335
14
$7.62M 1.76%
230,160
+116,898
15
$7.39M 1.71%
47,078
+22,074
16
$7.34M 1.7%
13,328
+6,565
17
$7.23M 1.67%
28,053
+14,061
18
$7.21M 1.67%
65,329
+30,258
19
$6.91M 1.6%
38,500
+17,951
20
$6.77M 1.56%
3,358
+1,566
21
$6.52M 1.51%
102,529
+55,107
22
$6.5M 1.5%
71,597
+33,043
23
$6.43M 1.49%
80,814
+43,275
24
$6.31M 1.46%
61,507
+33,405
25
$6.18M 1.43%
14,423
+7,873
1
2 3 4 5