EPIMS

Evelyn Partners Investment Management Services Portfolio holdings

AUM $745M
1-Year Est. Return 22.26%
This Quarter Est. Return
1 Year Est. Return
+22.26%
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
+$38.3M
2
+$29.2M
3
+$27.9M
4
V icon
Visa
V
+$26.8M
5
SYK icon
Stryker
SYK
+$22M

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
51
$2.51M 0.44%
+34,714
52
$2.38M 0.41%
+742
53
$2.09M 0.36%
+33,500
54
$2.05M 0.36%
+46,685
55
$1.64M 0.29%
+8,619
56
$1.6M 0.28%
+10,963
57
$1.57M 0.27%
+20,332
58
$1.55M 0.27%
+12,796
59
$1.54M 0.27%
+19,674
60
$1.54M 0.27%
+45,355
61
$1.54M 0.27%
+3,272
62
$1.51M 0.26%
+20,841
63
$1.5M 0.26%
+14,238
64
$1.47M 0.26%
+20,759
65
$1.42M 0.25%
+1,553
66
$1.3M 0.23%
+2,162
67
$1.29M 0.22%
+4,500
68
$1.23M 0.21%
+4,244
69
$1.21M 0.21%
+3,618
70
$1.19M 0.21%
+15,754
71
$1.15M 0.2%
+10,713
72
$1.05M 0.18%
+4,663
73
$1.04M 0.18%
+5,690
74
$963K 0.17%
+12,050
75
$940K 0.16%
+7,777
1 2
3
4 5