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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
1 Year Est. Return
+22.3%
AUM
$291M
AUM Growth
-$17.7M
(-5.7%)
Holding
190
Top Buys
| 1 | +$3.57M | |
| 2 | +$149K | |
| 3 | +$132K | |
| 4 |
Freeport-McMoran
FCX
|
+$81K |
| 5 |
Goldman Sachs
GS
|
+$74.9K |
Top Sells
| 1 | +$744K | |
| 2 | +$663K | |
| 3 | +$631K | |
| 4 |
First Trust Capital Strength ETF
FTCS
|
+$568K |
| 5 |
Mastercard
MA
|
+$414K |
Sector Composition
| 1 | Financials | 13.54% |
| 2 | Technology | 8.6% |
| 3 | Materials | 8.56% |
| 4 | Communication Services | 5.89% |
| 5 | Healthcare | 4.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Intuit
INTU
$77.7B
| $4.32K | ﹤0.01% |
10
|
|
||
177
Adobe
ADBE
$94.3B
| $3.65K | ﹤0.01% |
15
-65
|
|
||
178
Occidental Petroleum
OXY
$56.8B
| $2.67K | ﹤0.01% |
41
|
|
||
179
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.04B
| $2.37K | ﹤0.01% |
58
|
|
||
180
Nike
NKE
$65.1B
| $2.17K | ﹤0.01% |
41
|
|
||
181
PJT Partners
PJT
$4.06B
| $1.82K | ﹤0.01% |
13
|
|
||
|
DCH
182
Dauch Corp
DCH
$1.43B
| $783 | ﹤0.01% |
+132
|
|
||
|
LND
183
BrasilAgro
LND
$369M
| $774 | ﹤0.01% |
183
|
|
||
184
Jackson Financial
JXN
$7.44B
| $740 | ﹤0.01% |
7
-44
|
|
||
|
185
Occidental Petroleum Corp Warrants
OXY.WS
$33.2B
| $301 | ﹤0.01% |
7
|
|
||
186
Organon & Co
OGN
$3.51B
| $138 | ﹤0.01% |
23
|
|
||
187
Gran Tierra Energy
GTE
$282M
| $9 | ﹤0.01% |
1
|
|
||
188
Pfizer
PFE
$146B
| – | – |
-625
|
|
||
189
Roper Technologies
ROP
$33.7B
| – | – |
-450
|
|
||
190
Viatris
VTRS
$18.4B
| – | – |
-71
|
|