EPIMS

Evelyn Partners Investment Management Services Portfolio holdings

AUM $745M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$576M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$35.3M
3
+$32.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$28.6M
5
SYK icon
Stryker
SYK
+$27.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.43%
2 Healthcare 19.18%
3 Financials 18.12%
4 Consumer Discretionary 12.67%
5 Communication Services 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.22%
+180
52
$1.27M 0.22%
+5,959
53
$1.27M 0.22%
+6,700
54
$1.22M 0.21%
+1,017
55
$1.16M 0.2%
+2,430
56
$1.1M 0.19%
+4,697
57
$1.05M 0.18%
+1,920
58
$1.03M 0.18%
+3,848
59
$949K 0.16%
+26,836
60
$915K 0.16%
+778
61
$913K 0.16%
+19
62
$843K 0.15%
+75
63
$816K 0.14%
+555
64
$788K 0.14%
+22,222
65
$776K 0.13%
+199
66
$623K 0.11%
+1,684
67
$603K 0.1%
+30,772
68
$561K 0.1%
+2,043
69
$558K 0.1%
+2,250
70
$488K 0.08%
+3,003
71
$487K 0.08%
+6,200
72
$486K 0.08%
+1,797
73
$454K 0.08%
+6,686
74
$451K 0.08%
+997
75
$447K 0.08%
+688
1 2
3
4 5