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
251
$2.83K ﹤0.01%
7
252
$2.74K ﹤0.01%
201
253
$1.76K ﹤0.01%
27
254
$1.71K ﹤0.01%
251
255
$1.64K ﹤0.01%
252
256
$1.51K ﹤0.01%
98
257
$1.44K ﹤0.01%
46
258
$678 ﹤0.01%
70
259
$417 ﹤0.01%
2
260
$141 ﹤0.01%
16
261
$45 ﹤0.01%
5
262
$25 ﹤0.01%
4
263
$6 ﹤0.01%
1
264
$3 ﹤0.01%
1
265
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268
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269
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270
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274
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275
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8 9 10
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