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EPIMS

Evelyn Partners Investment Management Services Portfolio holdings

AUM $850M
1-Year Est. Return 36.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$850M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$80.8M
2
+$6.24M
3
+$4.65M
4
INTU icon
Intuit
INTU
+$4.25M
5
NVDA icon
NVIDIA
NVDA
+$4M

Top Sells

1
+$7.65M
2
+$7.39M
3
+$7.11M
4
PEP icon
PepsiCo
PEP
+$6.29M
5
TSM icon
TSMC
TSM
+$6.1M

Sector Composition

1 Healthcare 22.5%
2 Technology 20.66%
3 Financials 17.37%
4 Consumer Discretionary 10.69%
5 Communication Services 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VRSK icon
226
Verisk Analytics
VRSK
$23.9B
$19.9K ﹤0.01%
+105
EMR icon
227
Emerson Electric
EMR
$79.8B
$19.5K ﹤0.01%
+149
BABA icon
228
Alibaba
BABA
$287B
$18.8K ﹤0.01%
150
CM icon
229
Canadian Imperial Bank of Commerce
CM
$101B
$17.5K ﹤0.01%
185
IHI icon
230
iShares US Medical Devices ETF
IHI
$3.11B
$17.1K ﹤0.01%
320
VMC icon
231
Vulcan Materials
VMC
$36.2B
$16.9K ﹤0.01%
+62
UL icon
232
Unilever
UL
$125B
$16.9K ﹤0.01%
296
-439
LULU icon
233
lululemon athletica
LULU
$13.8B
$16.8K ﹤0.01%
110
AXP icon
234
American Express
AXP
$217B
$16.6K ﹤0.01%
55
SHEL icon
235
Shell
SHEL
$237B
$16.6K ﹤0.01%
178
OXY icon
236
Occidental Petroleum
OXY
$56.2B
$16.3K ﹤0.01%
250
EW icon
237
Edwards Lifesciences
EW
$50.4B
$15.9K ﹤0.01%
+199
KHC icon
238
Kraft Heinz
KHC
$27.8B
$15.7K ﹤0.01%
700
MRNA icon
239
Moderna
MRNA
$18.9B
$15.4K ﹤0.01%
304
ARES icon
240
Ares Management
ARES
$29.5B
$14.7K ﹤0.01%
+135
TEVA icon
241
Teva Pharmaceuticals
TEVA
$40.1B
$14.5K ﹤0.01%
480
SBUX icon
242
Starbucks
SBUX
$111B
$14.1K ﹤0.01%
157
SAP icon
243
SAP
SAP
$209B
$13K ﹤0.01%
76
IBN icon
244
ICICI Bank
IBN
$94.3B
$12.9K ﹤0.01%
+498
DNN icon
245
Denison Mines
DNN
$2.67B
$12.6K ﹤0.01%
3,563
RIO icon
246
Rio Tinto
RIO
$165B
$12.6K ﹤0.01%
135
SNY icon
247
Sanofi
SNY
$107B
$12.2K ﹤0.01%
254
-44
SN icon
248
SharkNinja
SN
$18.2B
$12.1K ﹤0.01%
114
-14
SOXX icon
249
iShares Semiconductor ETF
SOXX
$37.8B
$11.8K ﹤0.01%
36
DB icon
250
Deutsche Bank
DB
$61B
$11.3K ﹤0.01%
391
-1,041
8 9
10
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