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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
151
$20.9K 0.01%
250
152
$20.6K 0.01%
67
153
$19.8K 0.01%
410
154
$19.5K 0.01%
120
-50
155
$17.5K 0.01%
100
156
$16.2K 0.01%
100
157
$15.9K 0.01%
625
158
$14.9K 0.01%
985
159
$13.8K ﹤0.01%
267
160
$13.1K ﹤0.01%
900
161
$12.1K ﹤0.01%
353
162
$11.4K ﹤0.01%
600
163
$9.57K ﹤0.01%
40
164
$9.46K ﹤0.01%
35
-160
165
$8.94K ﹤0.01%
50
166
$8.38K ﹤0.01%
88
167
$8.14K ﹤0.01%
+60
168
$7.74K ﹤0.01%
111
-886
169
$7.3K ﹤0.01%
87
170
$6.83K ﹤0.01%
10
171
$5.16K ﹤0.01%
51
172
$2.44K ﹤0.01%
58
173
$2.31K ﹤0.01%
13
174
$1.94K ﹤0.01%
41
-1,600
175
$710 ﹤0.01%
183
4 5 6
7
8