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
176
$5.91K ﹤0.01%
+20
177
$4.29K ﹤0.01%
+1,000
178
$4.23K ﹤0.01%
+70
179
$4.21K ﹤0.01%
+50
180
$3.88K ﹤0.01%
+192
181
$3.58K ﹤0.01%
+199
182
$2.36K ﹤0.01%
+58
183
$2.05K ﹤0.01%
+13
184
$1.98K ﹤0.01%
+600
185
$1.33K ﹤0.01%
+731
186
$884 ﹤0.01%
+71
187
$661 ﹤0.01%
+183
188
$343 ﹤0.01%
+23
189
$7 ﹤0.01%
+1
4 5 6 7
8