EPIME

Evelyn Partners Investment Management (Europe) Portfolio holdings

AUM $133M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1 +$15.6M
2 +$13.2M
3 +$8.11M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.44M
5
AAPL icon
Apple
AAPL
+$6.91M

Top Sells

No sells this quarter

Sector Composition

1 Financials 37.39%
2 Technology 23.27%
3 Communication Services 10.92%
4 Healthcare 10.63%
5 Consumer Discretionary 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KMB icon
51
Kimberly-Clark
KMB
$34.5B
$222K 0.19%
+154
WY icon
52
Weyerhaeuser
WY
$16.6B
$206K 0.18%
+8,005
UL icon
53
Unilever
UL
$151B
$167K 0.15%
+2,225
PM icon
54
Philip Morris
PM
$239B
$130K 0.11%
+195
WFC icon
55
Wells Fargo
WFC
$270B
$128K 0.11%
+1,509
BLK icon
56
Blackrock
BLK
$168B
$128K 0.11%
+323
IBM icon
57
IBM
IBM
$286B
$117K 0.1%
+446
FERG icon
58
Ferguson
FERG
$50.1B
$112K 0.1%
+492
NEM icon
59
Newmont
NEM
$91B
$109K 0.1%
+12,836
CAT icon
60
Caterpillar
CAT
$264B
$99K 0.09%
+5,986
ABT icon
61
Abbott
ABT
$220B
$89.6K 0.08%
+425
ADBE icon
62
Adobe
ADBE
$137B
$87.5K 0.08%
+642
FDX icon
63
FedEx
FDX
$61.8B
$82.5K 0.07%
+328
OXY icon
64
Occidental Petroleum
OXY
$40.7B
$81.1K 0.07%
+150
NEE icon
65
NextEra Energy
NEE
$175B
$77.3K 0.07%
+1,075
KDP icon
66
Keurig Dr Pepper
KDP
$35.3B
$76.2K 0.07%
+2,290
NKE icon
67
Nike
NKE
$90.3B
$63.4K 0.06%
+841
RBLX icon
68
Roblox
RBLX
$75B
$58.3K 0.05%
+76
SBUX icon
69
Starbucks
SBUX
$97.3B
$56.9K 0.05%
+608
CME icon
70
CME Group
CME
$99.7B
$51.7K 0.05%
+188
MO icon
71
Altria Group
MO
$97.4B
$40.7K 0.04%
+14,773
DPZ icon
72
Domino's
DPZ
$13.9B
$37.2K 0.03%
+81
VZ icon
73
Verizon
VZ
$169B
$34.7K 0.03%
+806
IEX icon
74
IDEX
IEX
$12.6B
$30.8K 0.03%
+131
UPS icon
75
United Parcel Service
UPS
$81.4B
$27.5K 0.02%
+119