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 % of AUM
100%
Top 10 Holdings %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
| 1 | Technology | 32.06% |
| 2 | Healthcare | 21.66% |
| 3 | Financials | 16.5% |
| 4 | Consumer Discretionary | 13.58% |
| 5 | Communication Services | 9.7% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.54K | ﹤0.01% | +195 | New | +$1.54K | |||
| $1.32K | ﹤0.01% | +1,900 | New | +$1.32K |
