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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
101
$528K 0.07%
3,156
-545
102
$468K 0.06%
6,833
+2,035
103
$460K 0.06%
2,919
-891
104
$451K 0.06%
9,188
-348
105
$428K 0.06%
2,543
+577
106
$391K 0.05%
5,210
+924
107
$365K 0.05%
900
-53
108
$350K 0.05%
1,000
109
$345K 0.05%
7,844
+1,635
110
$332K 0.04%
4,164
-10,428
111
$331K 0.04%
8,100
112
$329K 0.04%
1,170
+810
113
$300K 0.04%
47,021
114
$297K 0.04%
414
+80
115
$288K 0.04%
647
-37
116
$279K 0.04%
1,678
+771
117
$272K 0.04%
444
-216
118
$272K 0.04%
1,623
+45
119
$264K 0.04%
1,700
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120
$263K 0.04%
1,624
+175
121
$254K 0.03%
9,960
-7,682
122
$253K 0.03%
323
+39
123
$244K 0.03%
6,214
-4,685
124
$244K 0.03%
742
125
$236K 0.03%
3,120
3 4
5
6 7