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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
126
$218K 0.03%
2,326
+40
127
$204K 0.03%
447
-63
128
$203K 0.03%
860
+160
129
$184K 0.02%
930
-415
130
$177K 0.02%
511
-5
131
$175K 0.02%
958
132
$174K 0.02%
790
+14
133
$172K 0.02%
821
134
$152K 0.02%
937
135
$151K 0.02%
495
+105
136
$151K 0.02%
1,580
137
$145K 0.02%
+1,105
138
$140K 0.02%
442
-197
139
$140K 0.02%
1,135
140
$133K 0.02%
10,139
-281
141
$131K 0.02%
425
+250
142
$127K 0.02%
+450
143
$126K 0.02%
3,623
144
$123K 0.02%
1,457
+1,300
145
$121K 0.02%
530
-265
146
$120K 0.02%
355
+296
147
$119K 0.02%
193
148
$97K 0.01%
2,002
149
$95.8K 0.01%
1,104
150
$88.6K 0.01%
1,398
+144
4 5
6
7 8