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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
76
$260K 0.09%
1,000
77
$258K 0.09%
3,234
+177
78
$254K 0.09%
999
79
$225K 0.08%
1,450
80
$224K 0.08%
+450
81
$222K 0.08%
4,625
-300
82
$212K 0.07%
1,919
83
$204K 0.07%
1,620
84
$203K 0.07%
1,058
85
$203K 0.07%
800
86
$194K 0.07%
1,560
87
$171K 0.06%
2,028
88
$166K 0.06%
2,489
89
$159K 0.06%
707
90
$157K 0.05%
135
91
$150K 0.05%
1,788
92
$143K 0.05%
9,100
93
$142K 0.05%
3,460
94
$139K 0.05%
1,000
95
$138K 0.05%
1,650
96
$133K 0.05%
820
97
$133K 0.05%
470
98
$128K 0.04%
1,241
99
$126K 0.04%
750
100
$115K 0.04%
3,300
2 3
4
5 6