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
PYPL icon
76
PayPal
PYPL
$62B
$27.1K 0.02%
+380
LVS icon
77
Las Vegas Sands
LVS
$44.1B
$26.7K 0.02%
+8,900
SLB icon
78
SLB Ltd
SLB
$54.8B
$24.1K 0.02%
+6,560
VLTO icon
79
Veralto
VLTO
$24.5B
$23.6K 0.02%
+225
EL icon
80
Estee Lauder
EL
$31.6B
$20.9K 0.02%
+2,010
KW icon
81
Kennedy-Wilson Holdings
KW
$1.3B
$20.8K 0.02%
+107,012
NIO icon
82
NIO
NIO
$16.9B
$19.1K 0.02%
+3,955
PFE icon
83
Pfizer
PFE
$139B
$15.8K 0.01%
+18,624
VMC icon
84
Vulcan Materials
VMC
$38B
$15.6K 0.01%
+703
COIN icon
85
Coinbase
COIN
$83.4B
$14.3K 0.01%
+39
TMUS icon
86
T-Mobile US
TMUS
$232B
$10.7K 0.01%
+4,801
JXN icon
87
Jackson Financial
JXN
$6.47B
$7.88K 0.01%
+127
MRK icon
88
Merck
MRK
$214B
$7.81K 0.01%
+93
BABA icon
89
Alibaba
BABA
$397B
$6.62K 0.01%
+30
INTU icon
90
Intuit
INTU
$181B
$6.14K 0.01%
+8
ADSK icon
91
Autodesk
ADSK
$63.3B
$5.24K ﹤0.01%
+17
RIOT icon
92
Riot Platforms
RIOT
$6.32B
$4.28K ﹤0.01%
+83
KLG
93
DELISTED
WK Kellogg Co
KLG
$3.97K ﹤0.01%
+199
PJT icon
94
PJT Partners
PJT
$4.05B
$1.8K ﹤0.01%
+13
LND
95
BrasilAgro
LND
$365M
$722 ﹤0.01%
+27
VTRS icon
96
Viatris
VTRS
$11.7B
$619 ﹤0.01%
+67
OGN icon
97
Organon & Co
OGN
$1.76B
$343 ﹤0.01%
+34
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