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
$22.1K0.01%
+401
 New
+$22.1K
$21.7K0.01%
+5,269
 New
+$21.7K
$15.7K0.01%
+30
 New
+$15.7K
$12.2K0.01%
+145
 New
+$12.2K
$9.35K0.01%
+96
 New
+$9.35K
$8.13K0.01%
+1,560
 New
+$8.13K
$7.78K﹤0.01%
+24
 New
+$7.78K
$6.57K﹤0.01%
+186
 New
+$6.57K
$6.34K﹤0.01%
+2,996
 New
+$6.34K
$6.27K﹤0.01%
+2,225
 New
+$6.27K
$6.1K﹤0.01%
+11
 New
+$6.1K
$6.06K﹤0.01%
+137
 New
+$6.06K
$5.88K﹤0.01%
+14
 New
+$5.88K
$5.24K﹤0.01%
+23
 New
+$5.24K
$5.18K﹤0.01%
+30
 New
+$5.18K
$4.58K﹤0.01%
+1,050
 New
+$4.58K
$4.36K﹤0.01%
+25
 New
+$4.36K
$4.19K﹤0.01%
+3,877
 New
+$4.19K
$3.97K﹤0.01%
+2,725
 New
+$3.97K
$3.71K﹤0.01%
+14
 New
+$3.71K
$3.61K﹤0.01%
+34
 New
+$3.61K
$3.52K﹤0.01%
+1,553,656
 New
+$3.52K
$2.56K﹤0.01%
+18
 New
+$2.56K
$2.31K﹤0.01%
+24
 New
+$2.31K
$2.08K﹤0.01%
+9
 New
+$2.08K
12345