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
251
$3.86K ﹤0.01%
+285
252
$3.63K ﹤0.01%
+343
253
$3.23K ﹤0.01%
+76
254
$3.04K ﹤0.01%
+201
255
$2.77K ﹤0.01%
+525
256
$2.39K ﹤0.01%
+450
257
$2.17K ﹤0.01%
+174
258
$2.16K ﹤0.01%
+14
259
$2.08K ﹤0.01%
+251
260
$2.02K ﹤0.01%
+46
261
$1.95K ﹤0.01%
+21
262
$1.88K ﹤0.01%
+252
263
$1.71K ﹤0.01%
+27
264
$1.62K ﹤0.01%
+40
265
$1.3K ﹤0.01%
+98
266
$863 ﹤0.01%
+533
267
$841 ﹤0.01%
+4
268
$840 ﹤0.01%
+50
269
$785 ﹤0.01%
+38
270
$671 ﹤0.01%
+45
271
$441 ﹤0.01%
+2
272
$398 ﹤0.01%
+25
273
$169 ﹤0.01%
+16
274
$89 ﹤0.01%
+14
275
$25 ﹤0.01%
+4
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