EPIMS

Evelyn Partners Investment Management Services Portfolio holdings

AUM $745M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$576M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$35.3M
3
+$32.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$28.6M
5
SYK icon
Stryker
SYK
+$27.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.43%
2 Healthcare 19.18%
3 Financials 18.12%
4 Consumer Discretionary 12.67%
5 Communication Services 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$13.1K ﹤0.01%
+9,471
177
$12.9K ﹤0.01%
+458
178
$12.3K ﹤0.01%
+158
179
$10.9K ﹤0.01%
+201
180
$10.4K ﹤0.01%
+435
181
$9.4K ﹤0.01%
+59
182
$8.59K ﹤0.01%
+5,450
183
$8.53K ﹤0.01%
+270
184
$8.12K ﹤0.01%
+126
185
$8.03K ﹤0.01%
+541
186
$7.88K ﹤0.01%
+81
187
$7.53K ﹤0.01%
+30,260
188
$7.48K ﹤0.01%
+40
189
$7.38K ﹤0.01%
+934
190
$7.38K ﹤0.01%
+300
191
$7.09K ﹤0.01%
+23
192
$6.57K ﹤0.01%
+1,229
193
$6.19K ﹤0.01%
+5,083
194
$6.09K ﹤0.01%
+127
195
$5.77K ﹤0.01%
+194
196
$5.36K ﹤0.01%
+633
197
$3.72K ﹤0.01%
+30,260
198
$3.68K ﹤0.01%
+225
199
$3.59K ﹤0.01%
+6,684
200
$3K ﹤0.01%
+3,398
5 6 7
8
9