EPIMS

Evelyn Partners Investment Management Services Portfolio holdings

AUM $798M
1-Year Est. Return 24.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$666M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$2.91M
3
+$2.5M
4
META icon
Meta Platforms (Facebook)
META
+$1.42M
5
MSFT icon
Microsoft
MSFT
+$1.38M

Top Sells

1
+$6.51M
2
+$4.24M
3
+$4.08M
4
WPM icon
Wheaton Precious Metals
WPM
+$2.24M
5
CP icon
Canadian Pacific Kansas City
CP
+$1.13M

Sector Composition

1 Technology 24.56%
2 Financials 18.18%
3 Healthcare 12.69%
4 Consumer Discretionary 12.18%
5 Communication Services 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$24.3K ﹤0.01%
300
-81
202
$23.1K ﹤0.01%
76
203
$23K ﹤0.01%
270
-300
204
$21.9K ﹤0.01%
850
205
$21.1K ﹤0.01%
400
206
$20.9K ﹤0.01%
195
+45
207
$20.9K ﹤0.01%
360
208
$20.7K ﹤0.01%
59
-125
209
$20.1K ﹤0.01%
+215
210
$19.3K ﹤0.01%
130
-200
211
$18.3K ﹤0.01%
406
212
$17.5K ﹤0.01%
55
-400
213
$17K ﹤0.01%
703
214
$15.3K ﹤0.01%
152
215
$14.4K ﹤0.01%
157
216
$13.3K ﹤0.01%
190
217
$13.2K ﹤0.01%
+193
218
$13.1K ﹤0.01%
185
219
$12.9K ﹤0.01%
+232
220
$12.5K ﹤0.01%
178
221
$11.5K ﹤0.01%
1,142
222
$11.2K ﹤0.01%
975
223
$10.5K ﹤0.01%
250
224
$9.52K ﹤0.01%
197
225
$9.22K ﹤0.01%
102
7 8
9
10 11