EPIMS

Evelyn Partners Investment Management Services Portfolio holdings

AUM $745M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$576M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$35.3M
3
+$32.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$28.6M
5
SYK icon
Stryker
SYK
+$27.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.43%
2 Healthcare 19.18%
3 Financials 18.12%
4 Consumer Discretionary 12.67%
5 Communication Services 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$59.6K 0.01%
+1,793
127
$58K 0.01%
+119
128
$57.2K 0.01%
+5
129
$56.9K 0.01%
+983
130
$55.1K 0.01%
+237,746
131
$54.6K 0.01%
+128
132
$52.1K 0.01%
+6,884
133
$52K 0.01%
+448
134
$51.9K 0.01%
+707
135
$51.4K 0.01%
+183
136
$50.7K 0.01%
+100
137
$50.4K 0.01%
+203
138
$49.4K 0.01%
+10,452
139
$48.7K 0.01%
+7,650
140
$47.4K 0.01%
+11,198
141
$46.7K 0.01%
+1,979
142
$46.6K 0.01%
+1,288
143
$45.7K 0.01%
+6,535
144
$40.5K 0.01%
+1,377
145
$39.4K 0.01%
+136
146
$38.9K 0.01%
+198
147
$38.7K 0.01%
+197
148
$38.1K 0.01%
+107,043
149
$37.6K 0.01%
+2,466
150
$37.4K 0.01%
+580
4 5
6
7 8