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
$609M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.71M
3
+$2.31M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.18M
5
ZTS icon
Zoetis
ZTS
+$2.03M

Top Sells

1
+$2.09M
2
+$1.9M
3
+$698K
4
INTU icon
Intuit
INTU
+$570K
5
WAT icon
Waters Corp
WAT
+$418K

Sector Composition

1 Technology 23.08%
2 Financials 17.48%
3 Healthcare 15.8%
4 Consumer Discretionary 11.19%
5 Communication Services 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.4K ﹤0.01%
456
-564
227
$8.62K ﹤0.01%
304
228
$8.59K ﹤0.01%
750
229
$8.11K ﹤0.01%
135
230
$8.02K ﹤0.01%
703
231
$7.88K ﹤0.01%
75
232
$7.57K ﹤0.01%
155
233
$7.48K ﹤0.01%
4
234
$7.38K ﹤0.01%
480
235
$7.38K ﹤0.01%
300
236
$7.09K ﹤0.01%
26
237
$6.77K ﹤0.01%
36
238
$6.42K ﹤0.01%
1,142
239
$6.09K ﹤0.01%
102
240
$5.77K ﹤0.01%
194
241
$5.51K ﹤0.01%
+97
242
$5.36K ﹤0.01%
46
243
$4.66K ﹤0.01%
3,563
244
$4.41K ﹤0.01%
184
245
$4.12K ﹤0.01%
285
246
$3.72K ﹤0.01%
81
247
$3.7K ﹤0.01%
195
248
$3.68K ﹤0.01%
343
249
$3.65K ﹤0.01%
346
250
$3.59K ﹤0.01%
504
8 9
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