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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
$850M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$80.8M
2
+$6.24M
3
+$4.65M
4
INTU icon
Intuit
INTU
+$4.25M
5
NVDA icon
NVIDIA
NVDA
+$4M

Top Sells

1
+$7.65M
2
+$7.39M
3
+$7.11M
4
PEP icon
PepsiCo
PEP
+$6.29M
5
TSM icon
TSMC
TSM
+$6.1M

Sector Composition

1 Healthcare 22.5%
2 Technology 20.66%
3 Financials 17.37%
4 Consumer Discretionary 10.69%
5 Communication Services 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
126
Chevron
CVX
$372B
$248K 0.03%
1,200
SPOT icon
127
Spotify
SPOT
$102B
$248K 0.03%
+512
TSLA icon
128
Tesla
TSLA
$1.49T
$235K 0.03%
632
-15
SF
129
Stifel
SF
$11B
$231K 0.03%
3,120
WMB icon
130
Williams Companies
WMB
$87.6B
$225K 0.03%
3,095
+781
TMC icon
131
TMC The Metals Company
TMC
$2.17B
$220K 0.03%
47,021
DHR icon
132
Danaher
DHR
$133B
$197K 0.02%
1,041
+323
PFE icon
133
Pfizer
PFE
$146B
$193K 0.02%
6,882
+800
HON icon
134
Honeywell
HON
$137B
$180K 0.02%
798
-1,014
ADSK icon
135
Autodesk
ADSK
$47.3B
$169K 0.02%
708
+331
GEV icon
136
GE Vernova
GEV
$247B
$168K 0.02%
193
AGI icon
137
Alamos Gold
AGI
$14.7B
$161K 0.02%
3,623
MSI icon
138
Motorola Solutions
MSI
$68.7B
$154K 0.02%
+356
NKE icon
139
Nike
NKE
$66.1B
$154K 0.02%
2,915
-7,904
SCHW icon
140
Charles Schwab
SCHW
$154B
$148K 0.02%
1,580
UNP icon
141
Union Pacific
UNP
$161B
$148K 0.02%
609
-251
AMD icon
142
Advanced Micro Devices
AMD
$775B
$137K 0.02%
675
+79
QCOM icon
143
Qualcomm
QCOM
$217B
$137K 0.02%
1,062
LHX icon
144
L3Harris
LHX
$57.4B
$133K 0.02%
386
-109
SHW icon
145
Sherwin-Williams
SHW
$76.6B
$124K 0.01%
386
+32
CLX icon
146
Clorox
CLX
$11.9B
$118K 0.01%
1,135
BA icon
147
Boeing
BA
$169B
$112K 0.01%
563
+70
LMT icon
148
Lockheed Martin
LMT
$122B
$104K 0.01%
172
LOGI icon
149
Logitech
LOGI
$16.2B
$90.5K 0.01%
1,000
MRSH
150
Marsh
MRSH
$79.7B
$90.2K 0.01%
520
-448
4 5
6
7 8