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EPIMS

Evelyn Partners Investment Management Services Portfolio holdings

AUM $850M
1-Year Est. Return 36.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$745M
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.94M
3
+$3.91M
4
CB icon
Chubb
CB
+$2.57M
5
NDAQ icon
Nasdaq
NDAQ
+$1.94M

Top Sells

1
+$3.6M
2
+$3.03M
3
+$1.14M
4
AAPL icon
Apple
AAPL
+$1.05M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$816K

Sector Composition

1 Technology 24.12%
2 Financials 18.24%
3 Healthcare 12.5%
4 Consumer Discretionary 12.17%
5 Communication Services 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$87.1K 0.01%
+1,155
152
$86.7K 0.01%
3,595
-54,396
153
$85.7K 0.01%
632
154
$85K 0.01%
1,042
155
$84.6K 0.01%
420
156
$79.6K 0.01%
361
157
$78.8K 0.01%
862
158
$78.3K 0.01%
1,552
159
$74.9K 0.01%
1,006
+290
160
$74.6K 0.01%
+2,520
161
$74.5K 0.01%
345
+126
162
$71.8K 0.01%
48
163
$71K 0.01%
1,480
164
$69.1K 0.01%
245
+150
165
$67.2K 0.01%
+805
166
$67.1K 0.01%
800
167
$66.3K 0.01%
324
168
$65.1K 0.01%
500
169
$64K 0.01%
358
170
$63.9K 0.01%
128
171
$62.7K 0.01%
528
172
$60.4K 0.01%
56
173
$58.2K 0.01%
624
174
$57.1K 0.01%
857
+79
175
$57.1K 0.01%
59
5 6
7
8 9