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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
51
$724K 0.25%
9,061
52
$703K 0.24%
1,480
-120
53
$683K 0.24%
3,355
+108
54
$650K 0.23%
3,277
-234
55
$621K 0.22%
3,131
-61
56
$548K 0.19%
3,904
-111
57
$528K 0.18%
7,963
58
$523K 0.18%
13,671
-580
59
$520K 0.18%
12,505
+1,392
60
$505K 0.18%
1,655
-570
61
$500K 0.17%
1,027
62
$462K 0.16%
4,481
63
$441K 0.15%
987
64
$417K 0.14%
218
65
$408K 0.14%
1,760
66
$408K 0.14%
2,785
-140
67
$387K 0.13%
1,200
68
$384K 0.13%
3,405
69
$371K 0.13%
6,890
70
$356K 0.12%
3,105
-180
71
$335K 0.12%
5,370
-650
72
$328K 0.11%
3,230
-275
73
$319K 0.11%
1,703
-32
74
$315K 0.11%
4,230
75
$296K 0.1%
6,624
1 2
3
4 5