EPIME

Evelyn Partners Investment Management (Europe) Portfolio holdings

AUM $289M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$279M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1 +$215K
2 +$160K
3 +$70.7K
4
URTH icon
iShares MSCI World ETF
URTH
+$60K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$38.7K

Top Sells

1 +$1.33M
2 +$570K
3 +$552K
4
MSFT icon
Microsoft
MSFT
+$433K
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$385K

Sector Composition

1 Financials 15.44%
2 Technology 11.17%
3 Materials 8.3%
4 Consumer Discretionary 5.7%
5 Communication Services 5.28%