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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
201
$30.1K ﹤0.01%
63
202
$29.9K ﹤0.01%
233
203
$29.7K ﹤0.01%
255
-547
204
$29.7K ﹤0.01%
232
205
$29.4K ﹤0.01%
185
206
$28.9K ﹤0.01%
480
207
$27.4K ﹤0.01%
270
208
$26.3K ﹤0.01%
235
209
$26.2K ﹤0.01%
1,142
210
$25.2K ﹤0.01%
420
211
$24.9K ﹤0.01%
200
212
$24.3K ﹤0.01%
406
213
$23.9K ﹤0.01%
400
214
$23.5K ﹤0.01%
300
215
$23.2K ﹤0.01%
554
+298
216
$22.9K ﹤0.01%
360
217
$22.1K ﹤0.01%
850
218
$21.2K ﹤0.01%
2,145
+2,140
219
$21.1K ﹤0.01%
307
+75
220
$21K ﹤0.01%
274
+84
221
$20.3K ﹤0.01%
76
222
$20.1K ﹤0.01%
233
+40
223
$19.6K ﹤0.01%
110
224
$18.3K ﹤0.01%
55
225
$16.2K ﹤0.01%
152
7 8
9
10 11