EPIMS

Evelyn Partners Investment Management Services Portfolio holdings

AUM $798M
1-Year Est. Return 24.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$666M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$2.91M
3
+$2.5M
4
META icon
Meta Platforms (Facebook)
META
+$1.42M
5
MSFT icon
Microsoft
MSFT
+$1.38M

Top Sells

1
+$6.51M
2
+$4.24M
3
+$4.08M
4
WPM icon
Wheaton Precious Metals
WPM
+$2.24M
5
CP icon
Canadian Pacific Kansas City
CP
+$1.13M

Sector Composition

1 Technology 24.56%
2 Financials 18.18%
3 Healthcare 12.69%
4 Consumer Discretionary 12.18%
5 Communication Services 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$78.8K 0.01%
1,254
152
$78.7K 0.01%
360
153
$75K 0.01%
1,042
154
$72.5K 0.01%
1,480
155
$66.5K 0.01%
2,299
156
$64.7K 0.01%
938
157
$63.4K 0.01%
716
+76
158
$61.5K 0.01%
825
159
$60K 0.01%
758
-300
160
$59.8K 0.01%
361
161
$59.4K 0.01%
800
162
$59.3K 0.01%
324
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163
$59.3K 0.01%
128
164
$58.1K 0.01%
528
165
$55.5K 0.01%
500
166
$55.3K 0.01%
260
167
$55K 0.01%
175
+25
168
$53.5K 0.01%
778
169
$51.8K 0.01%
583
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170
$51.7K 0.01%
78
171
$50.2K 0.01%
56
172
$47.3K 0.01%
59
173
$46K 0.01%
510
174
$45.9K 0.01%
219
175
$42.5K 0.01%
1,432
5 6
7
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