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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
76
$1.26M 0.17%
4,631
+514
77
$1.25M 0.17%
37,968
78
$1.21M 0.16%
10,715
79
$1.16M 0.16%
9,710
+520
80
$1.12M 0.15%
15,071
+975
81
$1.02M 0.14%
872
-26
82
$1M 0.13%
1,767
-88
83
$1M 0.13%
9,721
-2,802
84
$1M 0.13%
1,081
-161
85
$996K 0.13%
5,022
+330
86
$909K 0.12%
12,384
+1,756
87
$876K 0.12%
12,560
-663
88
$866K 0.12%
2,879
+16
89
$848K 0.11%
3,662
+690
90
$816K 0.11%
+19,610
91
$815K 0.11%
17,570
-1,893
92
$812K 0.11%
1,681
+754
93
$796K 0.11%
3,360
+89
94
$787K 0.11%
10,429
+8,490
95
$671K 0.09%
2,250
96
$660K 0.09%
3,524
+4
97
$653K 0.09%
3,555
+443
98
$620K 0.08%
18,032
-4,872
99
$593K 0.08%
4,021
100
$547K 0.07%
4,084
+569
2 3
4
5 6