EPIMS

Evelyn Partners Investment Management Services Portfolio holdings

AUM $745M
1-Year Est. Return 22.26%
This Quarter Est. Return
1 Year Est. Return
+22.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$609M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.71M
3
+$2.31M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.18M
5
ZTS icon
Zoetis
ZTS
+$2.03M

Top Sells

1
+$2.09M
2
+$1.9M
3
+$698K
4
INTU icon
Intuit
INTU
+$570K
5
WAT icon
Waters Corp
WAT
+$418K

Sector Composition

1 Technology 23.08%
2 Financials 17.48%
3 Healthcare 15.8%
4 Consumer Discretionary 11.19%
5 Communication Services 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$132K 0.02%
+509
127
$124K 0.02%
1,580
-750
128
$122K 0.02%
455
129
$111K 0.02%
1,000
130
$108K 0.02%
802
+455
131
$102K 0.02%
420
132
$96.9K 0.02%
400
133
$96.3K 0.02%
937
134
$96.1K 0.02%
3,623
135
$95K 0.02%
1,058
136
$93.8K 0.02%
560
137
$93.3K 0.02%
360
-68
138
$92.8K 0.02%
1,552
139
$89K 0.01%
862
+415
140
$88.6K 0.01%
1,427
141
$86.4K 0.01%
1,042
142
$81.6K 0.01%
390
-60
143
$81K 0.01%
558
+23
144
$80.9K 0.01%
47,021
145
$80.9K 0.01%
958
+168
146
$80.1K 0.01%
2,002
147
$79.3K 0.01%
1,104
148
$74.9K 0.01%
1,254
-273
149
$72.6K 0.01%
632
-17
150
$72.1K 0.01%
10,420
4 5
6
7 8