We are live on ! Find out more
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
101
$108K 0.04%
1,345
102
$107K 0.04%
900
103
$96.3K 0.03%
3,250
104
$96.2K 0.03%
795
105
$95.7K 0.03%
143
106
$95.4K 0.03%
310
107
$95.4K 0.03%
200
108
$90.4K 0.03%
675
109
$82.2K 0.03%
1,089
110
$79.7K 0.03%
338
111
$70.2K 0.02%
350
112
$69.6K 0.02%
792
113
$68K 0.02%
210
-165
114
$67K 0.02%
1,604
-1,200
115
$61K 0.02%
387
116
$60.4K 0.02%
245
117
$60K 0.02%
2,352
+127
118
$60K 0.02%
220
-50
119
$57.7K 0.02%
4,700
120
$54.8K 0.02%
1,011
+189
121
$52.6K 0.02%
4,200
122
$49.7K 0.02%
1,071
123
$49.1K 0.02%
580
124
$44.8K 0.02%
678
125
$44.6K 0.02%
600
3 4
5
6 7