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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
51
$3.32M 0.45%
121,477
+307
52
$3.07M 0.41%
8,716
-10,042
53
$3.03M 0.41%
18,589
+3,177
54
$2.81M 0.38%
16,660
-1,000
55
$2.53M 0.34%
12,528
+322
56
$2.42M 0.33%
46,974
+2,512
57
$2.26M 0.3%
19,733
+3,153
58
$2.12M 0.28%
25,116
-531
59
$2.11M 0.28%
17,072
+9,389
60
$2.03M 0.27%
9,954
+2,050
61
$1.98M 0.27%
7,325
+5,047
62
$1.93M 0.26%
28,911
-782
63
$1.87M 0.25%
5,416
-106
64
$1.84M 0.25%
20,999
+621
65
$1.84M 0.25%
3,020
-353
66
$1.79M 0.24%
7,357
-644
67
$1.79M 0.24%
4,782
-131
68
$1.78M 0.24%
48,267
+99
69
$1.63M 0.22%
12,976
+455
70
$1.61M 0.22%
3,236
+2,696
71
$1.55M 0.21%
4,700
+4,112
72
$1.55M 0.21%
4,408
-1,486
73
$1.5M 0.2%
8,140
+1,955
74
$1.48M 0.2%
7,700
+1,656
75
$1.33M 0.18%
27,827
-675
1 2
3
4 5