EPIMS
Evelyn Partners Investment Management Services Portfolio holdings
AUM
$798M
1-Year Est. Return
24.93%
This Fund
S&P 500
1 Year Est. Return
+24.93%
AUM
$798M
AUM Growth
+$53.4M
(+7.2%)
Holding
279
Top Buys
| 1 | +$5.75M | |
| 2 | +$3.61M | |
| 3 | +$3.52M | |
| 4 |
CME Group
CME
|
+$2.75M |
| 5 |
TSMC
TSM
|
+$2.52M |
Top Sells
| 1 | +$5.51M | |
| 2 | +$2.53M | |
| 3 | +$2.04M | |
| 4 |
CRH
CRH
|
+$1.97M |
| 5 |
Adobe
ADBE
|
+$1.82M |
Sector Composition
| 1 | Technology | 23.3% |
| 2 | Financials | 19% |
| 3 | Healthcare | 12.94% |
| 4 | Consumer Discretionary | 12.23% |
| 5 | Communication Services | 11.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Southern Company
SO
$108B
| – | – |
-150
|
|
||
277
United Parcel Service
UPS
$85.7B
| – | – |
-805
|
|
||
278
Astera Labs
ALAB
$19.8B
| – | – |
-210
|
|
||
279
Archer Daniels Midland
ADM
$33.4B
| – | – |
-400
|
|