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
126
$56.9K 0.02%
580
127
$56.5K 0.02%
600
-41
128
$51.7K 0.02%
195
129
$43.6K 0.02%
743
130
$40.7K 0.02%
678
131
$37.2K 0.01%
81
132
$37.2K 0.01%
822
133
$35.3K 0.01%
400
134
$34.7K 0.01%
765
135
$33.7K 0.01%
901
136
$33.4K 0.01%
500
137
$32.2K 0.01%
848
138
$31.6K 0.01%
4,200
139
$31.4K 0.01%
4,700
140
$30.8K 0.01%
170
-480
141
$29.3K 0.01%
350
142
$28.2K 0.01%
250
143
$27.5K 0.01%
250
144
$27.1K 0.01%
416
145
$26.7K 0.01%
690
146
$26.5K 0.01%
285
147
$25.3K 0.01%
450
148
$25.1K 0.01%
1,904
149
$24.8K 0.01%
170
150
$23.6K 0.01%
242
-107
4 5
6
7 8