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
176
$39.1K 0.01%
59
177
$38.9K 0.01%
278
178
$38.7K 0.01%
220
179
$38.1K 0.01%
56
180
$37.4K 0.01%
566
-568
181
$37.4K 0.01%
219
182
$37.3K 0.01%
87
183
$36.1K 0.01%
300
184
$33.8K 0.01%
1,432
185
$33.3K 0.01%
500
186
$32.9K 0.01%
800
187
$32.2K 0.01%
360
188
$31.7K 0.01%
184
+125
189
$31.5K 0.01%
210
190
$31.1K 0.01%
110
191
$31.1K 0.01%
381
192
$30.1K ﹤0.01%
235
193
$28.7K ﹤0.01%
487
194
$27.3K ﹤0.01%
65
195
$27.3K ﹤0.01%
233
196
$26.8K ﹤0.01%
568
197
$25.9K ﹤0.01%
850
-96
198
$25.8K ﹤0.01%
350
199
$25.6K ﹤0.01%
232
200
$25.3K ﹤0.01%
420
6 7
8
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