EPIMS
Evelyn Partners Investment Management Services Portfolio holdings
AUM
$745M
1-Year Est. Return
22.26%
1 Year Est. Return
+22.26%
AUM
$666M
AUM Growth
+$56.6M
(+9.3%)
Holding
282
Top Buys
| 1 | +$6.72M | |
| 2 | +$3.23M | |
| 3 | +$2.69M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.7M |
| 5 |
TSMC
TSM
|
+$1.67M |
Top Sells
| 1 | +$6.61M | |
| 2 | +$3.99M | |
| 3 | +$3.33M | |
| 4 |
Wheaton Precious Metals
WPM
|
+$2.39M |
| 5 |
Canadian Pacific Kansas City
CP
|
+$1.17M |
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 | |
|---|---|---|---|---|---|---|
276
Rithm Capital
RITM
$6.53B
| – | – |
-750
|
|
||
277
Republic Services
RSG
$67.4B
| – | – |
-400
|
|
||
278
Teck Resources
TECK
$25.9B
| – | – |
-40
|
|
||
279
Vulcan Materials
VMC
$39.6B
| – | – |
-200
|
|
||
280
Vanguard Value ETF
VTV
$163B
| – | – |
-83
|
|
||
281
Vanguard Total International Stock ETF
VXUS
$127B
| – | – |
-1,427
|
|
||
282
Yum China
YUMC
$17.4B
| – | – |
-200
|
|