We are live on ! Find out more
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
1
$27.9M 9.68%
232,904
-3,974
2
$20.3M 7.04%
211,729
+183,437
3
$18.9M 6.55%
53,145
+5,730
4
$18.7M 6.46%
102,740
+1,461
5
$15.7M 5.45%
30,363
-3,731
6
$14.8M 5.14%
22,271
+478
7
$14M 4.85%
27,831
-108
8
$13.7M 4.76%
147,264
+392
9
$10.6M 3.67%
75,685
-3,114
10
$10.1M 3.49%
41,408
-5,645
11
$7.4M 2.56%
13,015
-1,109
12
$7.28M 2.52%
28,593
-751
13
$6.56M 2.27%
58,869
+2,157
14
$5.45M 1.89%
24,831
-428
15
$5.16M 1.79%
30,175
-3,842
16
$4.6M 1.59%
99,412
+484
17
$4.52M 1.57%
14,338
-219
18
$4.45M 1.54%
23,828
-971
19
$3.67M 1.27%
86,207
-3,532
20
$3.63M 1.26%
32,616
-906
21
$3.48M 1.2%
18,747
-148
22
$3.34M 1.16%
11,001
-186
23
$3.27M 1.13%
4,100
-25
24
$3.25M 1.13%
9,525
-129
25
$3.01M 1.04%
25,120
-510
1
2 3 4 5