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EPIME

Evelyn Partners Investment Management (Europe) Portfolio holdings

AUM $291M
1-Year Est. Return 22.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$1.83M
3
+$1.17M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$306K
5
URTH icon
iShares MSCI World ETF
URTH
+$255K

Top Sells

1
+$17.5M
2
+$5.22M
3
+$4.98M
4
MSFT icon
Microsoft
MSFT
+$1.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.18M

Sector Composition

1 Financials 15.48%
2 Technology 11.03%
3 Materials 10.18%
4 Communication Services 5.68%
5 Consumer Discretionary 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.96M 1.03%
39,006
+381
27
$2.85M 0.99%
10,515
+262
28
$2.12M 0.73%
3,463
29
$2.08M 0.72%
9,625
-75
30
$1.95M 0.68%
3,252
31
$1.84M 0.64%
35,759
-1,650
32
$1.65M 0.57%
8,694
+88
33
$1.61M 0.56%
18,197
+770
34
$1.58M 0.55%
12,322
35
$1.58M 0.55%
1,704
-31
36
$1.44M 0.5%
34,309
-870
37
$1.4M 0.49%
5,760
-240
38
$1.34M 0.46%
1,820
+56
39
$1.19M 0.41%
3,538
+3,455
40
$1.17M 0.41%
3,385
-637
41
$1.15M 0.4%
4,867
-68
42
$1.15M 0.4%
2,363
-115
43
$1.04M 0.36%
2,804
-110
44
$964K 0.33%
12,838
-1,244
45
$909K 0.31%
3,957
-75
46
$773K 0.27%
5,030
-251
47
$764K 0.26%
14,312
-380
48
$761K 0.26%
2,167
49
$745K 0.26%
2,668
50
$732K 0.25%
2,592
+69
1
2
3 4 5