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
126
$43.2K 0.02%
+743
127
$38.5K 0.01%
+400
128
$36.2K 0.01%
+822
129
$35.5K 0.01%
+349
130
$35.5K 0.01%
+416
131
$35.5K 0.01%
+678
132
$35.4K 0.01%
+690
133
$35.4K 0.01%
+500
134
$34K 0.01%
+81
135
$31.5K 0.01%
+250
136
$30.6K 0.01%
+765
137
$30.1K 0.01%
+250
138
$29.5K 0.01%
+901
139
$28.9K 0.01%
+350
140
$28.9K 0.01%
+285
141
$28.4K 0.01%
+450
142
$27.1K 0.01%
+269
143
$25.8K 0.01%
+4,700
144
$24.7K 0.01%
+1,904
145
$24K 0.01%
+2,400
146
$23.8K 0.01%
+317
147
$23.5K 0.01%
+848
148
$23.5K 0.01%
+4,200
149
$23.4K 0.01%
+170
150
$22.8K 0.01%
+750