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
151
$21.8K 0.01%
+5,000
152
$21K 0.01%
+100
153
$20.6K 0.01%
+83
154
$19.7K 0.01%
+150
155
$19.7K 0.01%
+355
156
$18.2K 0.01%
+236
157
$17.2K 0.01%
+67
158
$17.1K 0.01%
+985
159
$16.6K 0.01%
+625
160
$13.6K ﹤0.01%
+1,000
161
$13.5K ﹤0.01%
+353
162
$12.1K ﹤0.01%
+100
163
$11.7K ﹤0.01%
+267
164
$11.5K ﹤0.01%
+500
165
$10.7K ﹤0.01%
+3,200
166
$8.83K ﹤0.01%
+40
167
$8.8K ﹤0.01%
+155
168
$8.65K ﹤0.01%
+87
169
$8.29K ﹤0.01%
+900
170
$8.19K ﹤0.01%
+94
171
$7.03K ﹤0.01%
+88
172
$6.64K ﹤0.01%
+246
173
$6.29K ﹤0.01%
+10
174
$6.13K ﹤0.01%
+600
175
$6.06K ﹤0.01%
+15
4 5 6
7
8