EPIME

Evelyn Partners Investment Management (Europe) Portfolio holdings

AUM $289M
1-Year Est. Return 21.74%
This Quarter Est. Return
1 Year Est. Return
+21.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
-$7.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$490K
3
+$482K
4
NVDA icon
NVIDIA
NVDA
+$412K
5
TMO icon
Thermo Fisher Scientific
TMO
+$401K

Top Sells

1
+$1.59M
2
+$1.2M
3
+$900K
4
JNJ icon
Johnson & Johnson
JNJ
+$496K
5
JPM icon
JPMorgan Chase
JPM
+$420K

Sector Composition

1 Financials 16.22%
2 Technology 10.01%
3 Materials 8.78%
4 Consumer Discretionary 5.83%
5 Communication Services 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 1.07%
26,464
+3,800
27
$2.75M 1.03%
43,716
+7,648
28
$2.6M 0.97%
27,840
+2,850
29
$2.29M 0.86%
4,379
+935
30
$2.25M 0.84%
4,117
+140
31
$2.1M 0.79%
11,154
+1,660
32
$1.84M 0.69%
1,950
+209
33
$1.81M 0.68%
393
-1
34
$1.78M 0.67%
3,463
35
$1.58M 0.59%
37,904
-3,310
36
$1.55M 0.58%
3,307
37
$1.55M 0.58%
5,759
+1,167
38
$1.45M 0.54%
8,393
+2,093
39
$1.4M 0.53%
2,823
+806
40
$1.39M 0.52%
12,572
+22
41
$1.36M 0.51%
17,967
+906
42
$1.33M 0.5%
16,432
+4,146
43
$1.09M 0.41%
2,934
-356
44
$1.02M 0.38%
1,766
+80
45
$1.01M 0.38%
35,179
-289
46
$980K 0.37%
6,275
-66
47
$953K 0.36%
5,591
-980
48
$953K 0.36%
10,166
-1,425
49
$796K 0.3%
1,710
50
$762K 0.29%
2,523
+360
1
2
3 4 5