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
$267M
AUM Growth
-$7.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$490K
3
+$482K
4
NVDA icon
NVIDIA
NVDA
+$412K
5
TMO icon
Thermo Fisher Scientific
TMO
+$401K

Top Sells

1
+$1.59M
2
+$1.2M
3
+$900K
4
JNJ icon
Johnson & Johnson
JNJ
+$496K
5
JPM icon
JPMorgan Chase
JPM
+$420K

Sector Composition

1 Financials 16.22%
2 Technology 10.01%
3 Materials 8.78%
4 Consumer Discretionary 5.83%
5 Communication Services 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$94.1K 0.04%
900
102
$92.9K 0.03%
315
103
$92.2K 0.03%
1,345
104
$89.5K 0.03%
675
105
$87.5K 0.03%
3,300
106
$87.4K 0.03%
228
107
$82.4K 0.03%
338
108
$81.3K 0.03%
750
109
$81.2K 0.03%
795
110
$81K 0.03%
1,641
111
$80.4K 0.03%
143
-20
112
$79.7K 0.03%
310
113
$78.2K 0.03%
3,250
114
$77.2K 0.03%
1,089
-147
115
$77K 0.03%
375
116
$76.5K 0.03%
245
117
$76.1K 0.03%
2,225
118
$73K 0.03%
1,650
119
$67.8K 0.03%
393
120
$63.3K 0.02%
997
121
$62.5K 0.02%
4,328
122
$58.3K 0.02%
1,000
123
$57.4K 0.02%
792
124
$57.2K 0.02%
350
125
$57.1K 0.02%
+1,071
3 4
5
6 7