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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
1
$53.5M 7.19%
103,350
+1,441
2
$42.8M 5.75%
176,224
+2,266
3
$39.4M 5.29%
179,297
+17,270
4
$32.7M 4.38%
95,669
+5,464
5
$25.3M 3.39%
68,339
+2,864
6
$24M 3.23%
128,841
-17,389
7
$23.6M 3.17%
47,011
+3,045
8
$23.2M 3.12%
83,234
+16,094
9
$19.8M 2.65%
24,826
+751
10
$18.3M 2.45%
98,438
-3,175
11
$18.1M 2.43%
24,664
+1,480
12
$17.7M 2.37%
81,825
+5,850
13
$17.2M 2.31%
149,965
+8,529
14
$16.9M 2.27%
59,858
+9,325
15
$16.9M 2.26%
57,483
+1,428
16
$15.4M 2.06%
128,220
+2,577
17
$15.3M 2.06%
50,486
+3,670
18
$14.4M 1.93%
29,653
+1,550
19
$13.6M 1.83%
53,531
-4,645
20
$13.1M 1.76%
90,119
-1,971
21
$11.8M 1.58%
20,738
+1,723
22
$11M 1.48%
176,784
+8,538
23
$10.3M 1.38%
91,636
+1,225
24
$9.78M 1.31%
66,820
+9,360
25
$9.31M 1.25%
20,823
+1,525
1
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