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
201
$25.6K ﹤0.01%
+232
202
$24.7K ﹤0.01%
+1,432
203
$24.5K ﹤0.01%
+420
204
$24K ﹤0.01%
+550
205
$23.4K ﹤0.01%
+250
206
$23.3K ﹤0.01%
+185
207
$21.5K ﹤0.01%
+360
208
$21.5K ﹤0.01%
+2,014
209
$20.5K ﹤0.01%
+1,020
210
$20.2K ﹤0.01%
+400
211
$19.1K ﹤0.01%
+750
212
$19K ﹤0.01%
+694
213
$18.8K ﹤0.01%
+600
214
$18.7K ﹤0.01%
+76
215
$17.7K ﹤0.01%
+257
216
$16.8K ﹤0.01%
+628
217
$15.9K ﹤0.01%
+470
218
$15.5K ﹤0.01%
+152
219
$14.7K ﹤0.01%
+59
220
$14.1K ﹤0.01%
+83
221
$13.5K ﹤0.01%
+102
222
$13.4K ﹤0.01%
+150
223
$12.6K ﹤0.01%
+304
224
$12.4K ﹤0.01%
+190
225
$12.4K ﹤0.01%
+250