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
126
$43.7K 0.02%
743
127
$41.9K 0.01%
400
128
$38.1K 0.01%
350
129
$38.1K 0.01%
5,000
130
$37.2K 0.01%
500
131
$37.1K 0.01%
690
132
$36.8K 0.01%
250
133
$36K 0.01%
450
134
$35.2K 0.01%
500
135
$35.1K 0.01%
2,614
136
$35K 0.01%
81
137
$34.4K 0.01%
285
138
$33.6K 0.01%
765
139
$31.6K 0.01%
901
140
$28.2K 0.01%
80
-148
141
$28.2K 0.01%
3,200
142
$27.9K 0.01%
317
143
$27.9K 0.01%
416
144
$25.8K 0.01%
+372
145
$25.8K 0.01%
242
146
$24.5K 0.01%
+268
147
$22.7K 0.01%
1,904
148
$22.2K 0.01%
+179
149
$21.3K 0.01%
150
150
$21.1K 0.01%
355
4 5
6
7 8