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
151
$36.1K 0.01%
+5,354
152
$32.2K 0.01%
+2,160
153
$31.7K 0.01%
+85
154
$31.5K 0.01%
+946
155
$31.2K 0.01%
+8,245
156
$30.2K 0.01%
+475
157
$29K 0.01%
+536
158
$27.6K ﹤0.01%
+3,003
159
$27.3K ﹤0.01%
+14,910
160
$26.8K ﹤0.01%
+8
161
$24.3K ﹤0.01%
+1,058
162
$23.6K ﹤0.01%
+25,679
163
$22.2K ﹤0.01%
+1,042
164
$21.6K ﹤0.01%
+2,767
165
$21.5K ﹤0.01%
+183
166
$20.4K ﹤0.01%
+65
167
$20.3K ﹤0.01%
+500
168
$19.8K ﹤0.01%
+2,000
169
$17K ﹤0.01%
+750
170
$15.1K ﹤0.01%
+75
171
$14.8K ﹤0.01%
+141
172
$14.2K ﹤0.01%
+400
173
$14K ﹤0.01%
+197
174
$13.9K ﹤0.01%
+1,418
175
$13.2K ﹤0.01%
+2,463
5 6
7
8 9