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
$609M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.71M
3
+$2.31M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.18M
5
ZTS icon
Zoetis
ZTS
+$2.03M

Top Sells

1
+$2.09M
2
+$1.9M
3
+$698K
4
INTU icon
Intuit
INTU
+$570K
5
WAT icon
Waters Corp
WAT
+$418K

Sector Composition

1 Technology 23.08%
2 Financials 17.48%
3 Healthcare 15.8%
4 Consumer Discretionary 11.19%
5 Communication Services 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.72M 0.45%
15,021
-3,855
52
$2.61M 0.43%
35,893
+1,179
53
$2.52M 0.41%
33,218
+12,886
54
$2.13M 0.35%
19,674
55
$2.09M 0.34%
45,532
+177
56
$2.02M 0.33%
28,800
+7,959
57
$1.9M 0.31%
2,296
+1,479
58
$1.85M 0.3%
44,303
-2,382
59
$1.79M 0.29%
15,978
+1,740
60
$1.76M 0.29%
12,206
+1,243
61
$1.73M 0.28%
3,373
+101
62
$1.68M 0.28%
12,987
+191
63
$1.66M 0.27%
55,523
+52,666
64
$1.54M 0.25%
+28,947
65
$1.54M 0.25%
12,664
+4,887
66
$1.51M 0.25%
20,795
+36
67
$1.46M 0.24%
5,755
+4,088
68
$1.34M 0.22%
8,581
-38
69
$1.31M 0.22%
7,693
+2,003
70
$1.27M 0.21%
10,665
-48
71
$1.27M 0.21%
26,211
+2,543
72
$1.25M 0.21%
1,322
-231
73
$1.22M 0.2%
4,122
-122
74
$1.16M 0.19%
4,500
75
$1.11M 0.18%
2,360
+1,830
1 2
3
4 5