EPIMS

Evelyn Partners Investment Management Services Portfolio holdings

AUM $798M
1-Year Est. Return 24.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$666M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$2.91M
3
+$2.5M
4
META icon
Meta Platforms (Facebook)
META
+$1.42M
5
MSFT icon
Microsoft
MSFT
+$1.38M

Top Sells

1
+$6.51M
2
+$4.24M
3
+$4.08M
4
WPM icon
Wheaton Precious Metals
WPM
+$2.24M
5
CP icon
Canadian Pacific Kansas City
CP
+$1.13M

Sector Composition

1 Technology 24.56%
2 Financials 18.18%
3 Healthcare 12.69%
4 Consumer Discretionary 12.18%
5 Communication Services 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$177K 0.03%
516
127
$174K 0.03%
+795
128
$162K 0.02%
588
+28
129
$161K 0.02%
700
130
$155K 0.02%
+821
131
$144K 0.02%
907
132
$144K 0.02%
1,580
133
$143K 0.02%
10,420
134
$136K 0.02%
+1,135
135
$135K 0.02%
1,939
+1,045
136
$133K 0.02%
937
137
$131K 0.02%
958
138
$125K 0.02%
870
139
$110K 0.02%
1,000
140
$106K 0.02%
802
141
$102K 0.02%
193
+51
142
$97.8K 0.01%
390
143
$96.4K 0.01%
3,623
144
$95.4K 0.01%
1,104
145
$93.9K 0.01%
2,002
146
$91.8K 0.01%
420
147
$87.7K 0.01%
48
-33
148
$85.4K 0.01%
862
149
$80.4K 0.01%
1,552
150
$80.1K 0.01%
632
4 5
6
7 8