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
$574M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1 +$38.3M
2 +$29.2M
3 +$27.9M
4
V icon
Visa
V
+$26.8M
5
SYK icon
Stryker
SYK
+$22M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.87%
2 Financials 15.95%
3 Healthcare 14.99%
4 Consumer Discretionary 11.31%
5 Communication Services 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$69.9K 0.01%
+1,218
152
$66.8K 0.01%
+3,623
153
$65.7K 0.01%
+347
154
$62.4K 0.01%
+871
155
$62.2K 0.01%
+128
156
$61.9K 0.01%
+351
157
$60K 0.01%
+360
158
$59.7K 0.01%
+790
159
$56K 0.01%
+2,459
160
$54.5K 0.01%
+774
161
$53.9K 0.01%
+849
162
$52.7K 0.01%
+47,021
163
$52.4K 0.01%
+400
164
$51.4K 0.01%
+200
165
$51K 0.01%
+232
166
$51K 0.01%
+176
167
$49.6K 0.01%
+778
168
$48.5K 0.01%
+500
169
$48.5K 0.01%
+78
170
$47.9K 0.01%
+278
171
$46.4K 0.01%
+528
172
$46.4K 0.01%
+260
173
$46.3K 0.01%
+320
174
$45.1K 0.01%
+1,480
175
$44.3K 0.01%
+330