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
151
$20.9K 0.01%
317
152
$20.8K 0.01%
2,400
153
$20.1K 0.01%
150
154
$19.1K 0.01%
5,000
155
$18.8K 0.01%
355
156
$18.6K 0.01%
500
157
$17.5K 0.01%
100
158
$15.8K 0.01%
625
159
$15.6K 0.01%
236
160
$15.6K 0.01%
67
161
$15.2K 0.01%
1,000
162
$14.8K 0.01%
353
163
$14.3K 0.01%
83
164
$12.9K ﹤0.01%
985
165
$11.8K ﹤0.01%
267
166
$10.7K ﹤0.01%
40
167
$10.7K ﹤0.01%
3,200
168
$10.3K ﹤0.01%
100
169
$7.91K ﹤0.01%
88
170
$7.88K ﹤0.01%
94
171
$7.81K ﹤0.01%
87
172
$6.81K ﹤0.01%
246
173
$6.61K ﹤0.01%
50
174
$6.14K ﹤0.01%
10
175
$6.08K ﹤0.01%
1,000
4 5 6
7
8