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
151
$70.2K 0.01%
213
152
$66.9K 0.01%
2,370
-788
153
$65.1K 0.01%
938
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154
$65K 0.01%
2,299
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$63.4K 0.01%
894
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156
$60.2K 0.01%
640
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157
$59.6K 0.01%
849
158
$57.2K 0.01%
128
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$52.1K 0.01%
778
160
$51.9K 0.01%
330
161
$51.9K 0.01%
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162
$50.7K 0.01%
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163
$50.3K 0.01%
360
164
$48.8K 0.01%
528
165
$47.8K 0.01%
500
166
$47.3K 0.01%
358
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$46.7K 0.01%
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168
$46.6K 0.01%
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171
$43.4K 0.01%
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$42.3K 0.01%
78
173
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570
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174
$39.5K 0.01%
472
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175
$39.4K 0.01%
+150
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