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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
$745M
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.94M
3
+$3.91M
4
CB icon
Chubb
CB
+$2.57M
5
NDAQ icon
Nasdaq
NDAQ
+$1.94M

Top Sells

1
+$3.6M
2
+$3.03M
3
+$1.14M
4
AAPL icon
Apple
AAPL
+$1.05M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$816K

Sector Composition

1 Technology 24.12%
2 Financials 18.24%
3 Healthcare 12.5%
4 Consumer Discretionary 12.17%
5 Communication Services 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15.4K ﹤0.01%
975
227
$15.3K ﹤0.01%
703
228
$14.8K ﹤0.01%
185
229
$14.2K ﹤0.01%
+150
230
$14.1K ﹤0.01%
298
+101
231
$13.2K ﹤0.01%
+128
232
$12.7K ﹤0.01%
178
233
$11.8K ﹤0.01%
250
234
$9.8K ﹤0.01%
3,563
235
$9.76K ﹤0.01%
36
236
$9.7K ﹤0.01%
480
237
$9.59K ﹤0.01%
504
238
$8.91K ﹤0.01%
135
239
$8.87K ﹤0.01%
26
240
$8.64K ﹤0.01%
155
241
$7.85K ﹤0.01%
304
242
$7.64K ﹤0.01%
4
243
$7.33K ﹤0.01%
207
244
$7.09K ﹤0.01%
75
245
$6.97K ﹤0.01%
300
246
$6.7K ﹤0.01%
343
247
$6.67K ﹤0.01%
194
248
$5.74K ﹤0.01%
129
+53
249
$5.21K ﹤0.01%
346
250
$5.14K ﹤0.01%
46
7 8 9
10
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