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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
176
$55.8K 0.01%
825
177
$55.3K 0.01%
260
178
$54.7K 0.01%
985
+47
179
$54.5K 0.01%
785
+298
180
$54.1K 0.01%
502
-8
181
$53.7K 0.01%
+672
182
$51K 0.01%
608
-150
183
$50.3K 0.01%
1,432
184
$47.5K 0.01%
278
185
$46.6K 0.01%
+776
186
$44.2K 0.01%
220
187
$44.1K 0.01%
501
188
$44.1K 0.01%
436
-147
189
$43.6K 0.01%
970
+840
190
$42K 0.01%
430
+235
191
$41.5K 0.01%
65
192
$41.1K 0.01%
210
+108
193
$40.8K 0.01%
428
+128
194
$40.7K 0.01%
2,014
195
$40.2K 0.01%
1,422
-877
196
$38.3K 0.01%
330
-30
197
$37.7K 0.01%
568
198
$36.7K ﹤0.01%
210
199
$35.7K ﹤0.01%
1,103
200
$32.4K ﹤0.01%
1,272
6 7
8
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