EPIMS

Evelyn Partners Investment Management Services Portfolio holdings

AUM $745M
1-Year Est. Return 22.26%
This Quarter Est. Return
1 Year Est. Return
+22.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$574M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$29.2M
3
+$27.9M
4
V icon
Visa
V
+$26.8M
5
SYK icon
Stryker
SYK
+$22M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.87%
2 Financials 15.95%
3 Healthcare 14.99%
4 Consumer Discretionary 11.31%
5 Communication Services 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.7K ﹤0.01%
+185
227
$11.2K ﹤0.01%
+703
228
$11.2K ﹤0.01%
+178
229
$10.6K ﹤0.01%
+480
230
$9.63K ﹤0.01%
+200
231
$9.5K ﹤0.01%
+197
232
$9.26K ﹤0.01%
+104
233
$8.72K ﹤0.01%
+1,142
234
$8.12K ﹤0.01%
+750
235
$7.94K ﹤0.01%
+135
236
$7.76K ﹤0.01%
+36
237
$7.57K ﹤0.01%
+155
238
$7.5K ﹤0.01%
+300
239
$7.44K ﹤0.01%
+75
240
$6.91K ﹤0.01%
+4
241
$6.86K ﹤0.01%
+81
242
$6.85K ﹤0.01%
+26
243
$6.57K ﹤0.01%
+57
244
$6.46K ﹤0.01%
+3,563
245
$6.01K ﹤0.01%
+194
246
$5.52K ﹤0.01%
+46
247
$5.15K ﹤0.01%
+504
248
$4K ﹤0.01%
+346
249
$3.94K ﹤0.01%
+195
250
$3.93K ﹤0.01%
+184
8 9
10
11 12