EPIME

Evelyn Partners Investment Management (Europe) Portfolio holdings

AUM $289M
1-Year Est. Return 21.74%
This Quarter Est. Return
1 Year Est. Return
+21.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$18.1M
3
+$15.4M
4
MSFT icon
Microsoft
MSFT
+$14.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$13.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.25%
2 Technology 10.69%
3 Materials 9.49%
4 Consumer Discretionary 6.3%
5 Communication Services 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$95.1K 0.03%
+338
102
$91.4K 0.03%
+315
103
$90.2K 0.03%
+1,345
104
$88.6K 0.03%
+1,236
105
$87.8K 0.03%
+9,100
106
$86.5K 0.03%
+375
107
$86.2K 0.03%
+245
108
$83.6K 0.03%
+310
109
$81.1K 0.03%
+1,641
110
$79.8K 0.03%
+2,145
111
$76.3K 0.03%
+675
112
$76.1K 0.03%
+795
113
$75.4K 0.03%
+997
114
$71.5K 0.03%
+2,225
115
$65.5K 0.02%
+3,250
116
$63.1K 0.02%
+393
117
$60.8K 0.02%
+3,300
118
$58.6K 0.02%
+750
119
$58.6K 0.02%
+4,328
120
$57.9K 0.02%
+1,000
121
$56.3K 0.02%
+792
122
$54.3K 0.02%
+641
123
$52.9K 0.02%
+580
124
$46.1K 0.02%
+350
125
$45.3K 0.02%
+195
3 4
5
6 7