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
201
$2.59K ﹤0.01%
+2,902
202
$2.38K ﹤0.01%
+1,641
203
$1.76K ﹤0.01%
+159,356
204
$1.76K ﹤0.01%
+17,100
205
$1.57K ﹤0.01%
+2,250
206
$1.5K ﹤0.01%
+5,022
207
$1.46K ﹤0.01%
+69
208
$893 ﹤0.01%
+79
209
$670 ﹤0.01%
+67
210
$539 ﹤0.01%
+557
211
$467 ﹤0.01%
+170
212
$358 ﹤0.01%
+6,323
213
$171 ﹤0.01%
+210
214
$25 ﹤0.01%
+1
215
$6 ﹤0.01%
+3,157
216
$1 ﹤0.01%
+1
217
$1 ﹤0.01%
+1,474
5 6 7 8
9