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
$574M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1 +$38.3M
2 +$29.2M
3 +$27.9M
4
V icon
Visa
V
+$26.8M
5
SYK icon
Stryker
SYK
+$22M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.87%
2 Financials 15.95%
3 Healthcare 14.99%
4 Consumer Discretionary 11.31%
5 Communication Services 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$42.4K 0.01%
+220
177
$42.1K 0.01%
+110
178
$41.4K 0.01%
+447
179
$41.1K 0.01%
+800
180
$40.9K 0.01%
+59
181
$39.8K 0.01%
+457
182
$38.8K 0.01%
+219
183
$37K 0.01%
+87
184
$35.3K 0.01%
+360
185
$35.3K 0.01%
+56
186
$35K 0.01%
+300
187
$33.7K 0.01%
+210
188
$32.6K 0.01%
+500
189
$31.6K 0.01%
+96
190
$31.3K 0.01%
+233
191
$30.1K 0.01%
+358
192
$30K 0.01%
+568
193
$29.9K 0.01%
+381
194
$29.1K 0.01%
+946
195
$28.8K 0.01%
+235
196
$28.3K ﹤0.01%
+330
197
$28.3K ﹤0.01%
+500
198
$27.6K ﹤0.01%
+487
199
$27.5K ﹤0.01%
+350
200
$26.9K ﹤0.01%
+65