Moreno Evelyn V Portfolio Holdings
Moreno Evelyn V
- $208 Million
- Q4 2023
Moreno Evelyn V has filed its 13F form on February 09, 2024 for Q4 2023 where it was disclosed a total value porftolio of $208 Million distributed in 140 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.3M, Microsoft Corp with a value of $13.9M, Spdr S&P Midcap 400 ETF Trust with a value of $9.05M, Alphabet Inc. with a value of $8.57M, and Amazon Com Inc with a value of $8.03M.
Examining the 13F form we can see an decrease of $246M in the current position value, from $454M to 208M.
Moreno Evelyn V is based out at Boston, MA
Below you can find more details about Moreno Evelyn V portfolio as well as his latest detailed transactions.
Portfolio value
$208 Million
Technology: $49.1 Million
Healthcare: $29.1 Million
Financial Services: $27.6 Million
Consumer Cyclical: $21 Million
Industrials: $18.2 Million
ETFs: $17 Million
Communication Services: $16 Million
Consumer Defensive: $14.4 Million
Other: $10.7 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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