EPIMS

Evelyn Partners Investment Management Services Portfolio holdings

AUM $798M
1-Year Est. Return 24.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$666M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$2.91M
3
+$2.5M
4
META icon
Meta Platforms (Facebook)
META
+$1.42M
5
MSFT icon
Microsoft
MSFT
+$1.38M

Top Sells

1
+$6.51M
2
+$4.24M
3
+$4.08M
4
WPM icon
Wheaton Precious Metals
WPM
+$2.24M
5
CP icon
Canadian Pacific Kansas City
CP
+$1.13M

Sector Composition

1 Technology 24.56%
2 Financials 18.18%
3 Healthcare 12.69%
4 Consumer Discretionary 12.18%
5 Communication Services 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.59K ﹤0.01%
36
227
$8.42K ﹤0.01%
194
228
$8.39K ﹤0.01%
304
229
$8.37K ﹤0.01%
256
-214
230
$8.21K ﹤0.01%
207
231
$8.04K ﹤0.01%
480
232
$7.99K ﹤0.01%
4
233
$7.88K ﹤0.01%
135
234
$7.58K ﹤0.01%
26
235
$7.45K ﹤0.01%
155
236
$6.73K ﹤0.01%
75
237
$6.63K ﹤0.01%
300
238
$6.52K ﹤0.01%
3,563
239
$6.38K ﹤0.01%
+130
240
$6.12K ﹤0.01%
97
241
$5.7K ﹤0.01%
504
242
$5.54K ﹤0.01%
46
243
$4.36K ﹤0.01%
346
244
$4.23K ﹤0.01%
195
245
$3.99K ﹤0.01%
285
246
$3.93K ﹤0.01%
343
247
$3.85K ﹤0.01%
184
248
$3.75K ﹤0.01%
81
249
$3.51K ﹤0.01%
72
250
$2.95K ﹤0.01%
76
8 9
10
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