EPAML

Evelyn Partners Asset Management Ltd Portfolio holdings

AUM $160M
This Quarter Return
-1.45%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$160M
AUM Growth
–
Cap. Flow
+$160M
Cap. Flow %
100%
Top 10 Hldgs %
67.79%
Holding
102
New
102
Increased
–
Reduced
–
Closed
–

Top Buys

1
$15.7M
2
$12.3M
3
$11.8M
4
$10.6M
5
$10.4M

Top Sells

No sells this quarter

Sector Composition

1Technology32.06%
2Healthcare21.66%
3Financials16.5%
4Consumer Discretionary13.58%
5Communication Services9.7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$114K0.07%
+383
 New
+$114K
$84K0.05%
+106
 New
+$84K
$78.5K0.05%
+556
 New
+$78.5K
$76.2K0.05%
+46,042
 New
+$76.2K
$73.7K0.05%
+23,257
 New
+$73.7K
$70.4K0.04%
+17,169
 New
+$70.4K
$63.5K0.04%
+750
 New
+$63.5K
$62.5K0.04%
+28
 New
+$62.5K
$60.2K0.04%
+2,263
 New
+$60.2K
$57.6K0.04%
+400
 New
+$57.6K
$49.5K0.03%
+15,376
 New
+$49.5K
$45.6K0.03%
+45,363
 New
+$45.6K
$38.1K0.02%
+825
 New
+$38.1K
$37.9K0.02%
+23,082
 New
+$37.9K
$32.3K0.02%
+1,058
 New
+$32.3K
$31.3K0.02%
+515
 New
+$31.3K
$31K0.02%
+923
 New
+$31K
$29.4K0.02%
+215
 New
+$29.4K
$29.4K0.02%
+105
 New
+$29.4K
$25.9K0.02%
+1,641
 New
+$25.9K
$25.2K0.02%
+3,204
 New
+$25.2K
$24.6K0.02%
+414
 New
+$24.6K
$23.3K0.01%
+237
 New
+$23.3K
$23.1K0.01%
+1,377
 New
+$23.1K
$22.2K0.01%
+179
 New
+$22.2K
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