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EPIMS

Evelyn Partners Investment Management Services Portfolio holdings

AUM $850M
1-Year Est. Return 36.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$745M
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.94M
3
+$3.91M
4
CB icon
Chubb
CB
+$2.57M
5
NDAQ icon
Nasdaq
NDAQ
+$1.94M

Top Sells

1
+$3.6M
2
+$3.03M
3
+$1.14M
4
AAPL icon
Apple
AAPL
+$1.05M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$816K

Sector Composition

1 Technology 24.12%
2 Financials 18.24%
3 Healthcare 12.5%
4 Consumer Discretionary 12.17%
5 Communication Services 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.52M 1.14%
38,264
+582
27
$7.86M 1.06%
11,512
+123
28
$7.62M 1.02%
54,255
-1,873
29
$7.31M 0.98%
91,397
+3,690
30
$7.03M 0.94%
51,018
-2,274
31
$6.95M 0.93%
22,029
+2,608
32
$6.81M 0.91%
185,647
+4,710
33
$6.63M 0.89%
43,125
+648
34
$6.23M 0.84%
12,799
+2,597
35
$6M 0.81%
10,000
36
$5.98M 0.8%
1,395
+189
37
$5.9M 0.79%
12,419
+1,912
38
$5.56M 0.75%
7,288
+5,699
39
$5.47M 0.73%
82,405
+15,668
40
$5.31M 0.71%
21,544
-116
41
$5.14M 0.69%
58,085
+20,999
42
$5.14M 0.69%
76,779
43
$4.95M 0.66%
16,515
+1,107
44
$4.83M 0.65%
113,517
+7,118
45
$4.41M 0.59%
12,405
+137
46
$4.37M 0.59%
32,645
-4,228
47
$3.96M 0.53%
27,363
+10,277
48
$3.66M 0.49%
54,557
+1,700
49
$3.41M 0.46%
44,592
+166
50
$3.35M 0.45%
14,900
-2,084
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