EPIMS
Evelyn Partners Investment Management Services Portfolio holdings
AUM
$745M
1 Year Est. Return
–
AUM
$751M
AUM Growth
+$175M
(+30%)
Holding
244
Top Buys
| 1 | +$66.8M | |
| 2 | +$47.7M | |
| 3 | +$37.8M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$23.7M |
| 5 |
Walt Disney
DIS
|
+$22.4M |
Top Sells
| 1 | +$143M | |
| 2 | +$94.2M | |
| 3 | +$51.6M | |
| 4 |
Stryker
SYK
|
+$37M |
| 5 |
Waters Corp
WAT
|
+$22.1M |
Sector Composition
| 1 | Technology | 26.73% |
| 2 | Financials | 19.67% |
| 3 | Healthcare | 15.21% |
| 4 | Consumer Discretionary | 13.42% |
| 5 | Communication Services | 11.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Alibaba
BABA
$376B
| $53.1K | 0.01% |
1,066
-10,132
|
|
||
152
Vulcan Materials
VMC
$37B
| $52.2K | 0.01% |
200
-1,779
|
|
||
153
KLA
KLAC
$149B
| $50.2K | 0.01% |
57
-106,986
|
|
||
154
IBM
IBM
$278B
| $50.2K | 0.01% |
201
-25,478
|
|
||
155
Yum! Brands
YUM
$41.1B
| $48.9K | 0.01% |
582
+134
|
|
||
156
O'Reilly Automotive
ORLY
$84B
| $46K | 0.01% |
510
-7,140
|
|
||
157
CrowdStrike
CRWD
$133B
| $45.9K | 0.01% |
+327
|
|
||
158
Ryanair
RYAAY
$32.4B
| $43.9K | 0.01% |
702
+202
|
|
||
159
Cooper Companies
COO
$14.2B
| $41.7K | 0.01% |
585
-9,867
|
|
||
160
PNC Financial Services
PNC
$70.2B
| $41K | 0.01% |
212
+15
|
|
||
161
lululemon athletica
LULU
$19.5B
| $39.2K | 0.01% |
136
-8,109
|
|
||
162
Nucor
NUE
$34B
| $38.9K | 0.01% |
272
-5,082
|
|
||
163
Airbnb
ABNB
$71.3B
| $38.7K | 0.01% |
+164
|
|
||
164
State Street
STT
$31.5B
| $38.3K | 0.01% |
360
-1,800
|
|
||
165
Trade Desk
TTD
$19.4B
| $38.2K | 0.01% |
187
-349
|
|
||
166
Keysight
KEYS
$30.2B
| $34.4K | ﹤0.01% |
6,343
+5,397
|
|
||
167
Etsy
ETSY
$5.39B
| $28.5K | ﹤0.01% |
475
+467
|
|
||
168
Viatris
VTRS
$12.3B
| $28.3K | ﹤0.01% |
3,213
+210
|
|
||
169
EOG Resources
EOG
$59.4B
| $28.1K | ﹤0.01% |
80
-395
|
|
||
170
Archer Daniels Midland
ADM
$28.2B
| $28K | ﹤0.01% |
+709
|
|
||
171
Agilent Technologies
A
$41B
| $27.5K | ﹤0.01% |
244
-14,666
|
|
||
172
Wells Fargo
WFC
$262B
| $27.3K | ﹤0.01% |
+910
|
|
||
173
Morgan Stanley
MS
$253B
| $26.1K | ﹤0.01% |
180
-2,587
|
|
||
174
AGCO
AGCO
$7.66B
| $25.8K | ﹤0.01% |
+595
|
|
||
175
Sea Limited
SE
$86.3B
| $25.1K | ﹤0.01% |
40
-19
|
|