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
$574M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1 +$38.7M
2 +$27.2M
3 +$25.7M
4
V icon
Visa
V
+$25.5M
5
SYK icon
Stryker
SYK
+$22.7M

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
276
$6 ﹤0.01%
+1
277
$1 ﹤0.01%
+1