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
201
$24.3K ﹤0.01%
330
202
$23.6K ﹤0.01%
95
-137
203
$21.6K ﹤0.01%
185
204
$21.5K ﹤0.01%
2,014
205
$20.5K ﹤0.01%
600
206
$20.4K ﹤0.01%
76
207
$20.3K ﹤0.01%
480
-70
208
$19.8K ﹤0.01%
694
209
$19.8K ﹤0.01%
360
210
$19.2K ﹤0.01%
400
211
$17K ﹤0.01%
750
212
$15.9K ﹤0.01%
+406
213
$15.4K ﹤0.01%
157
-880
214
$15.1K ﹤0.01%
150
215
$14.8K ﹤0.01%
152
216
$14.3K ﹤0.01%
83
217
$14K ﹤0.01%
190
218
$13.5K ﹤0.01%
470
219
$13.2K ﹤0.01%
+975
220
$13K ﹤0.01%
178
221
$12.8K ﹤0.01%
207
-50
222
$12.3K ﹤0.01%
250
223
$10.9K ﹤0.01%
197
224
$10.4K ﹤0.01%
200
225
$10.4K ﹤0.01%
185
7 8
9
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