EPIM

Evelyn Partners Investment Management Portfolio holdings

AUM $3.52B
1-Year Est. Return 21.83%
This Quarter Est. Return
1 Year Est. Return
+21.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.08B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$252M
2
+$248M
3
+$221M
4
AAPL icon
Apple
AAPL
+$121M
5
V icon
Visa
V
+$120M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.83%
2 Financials 19.56%
3 Consumer Discretionary 15.26%
4 Healthcare 13.88%
5 Communication Services 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$115K ﹤0.01%
+2,245
227
$114K ﹤0.01%
+1,230
228
$108K ﹤0.01%
+1,873
229
$106K ﹤0.01%
+460
230
$105K ﹤0.01%
+2,220
231
$103K ﹤0.01%
+1,876
232
$103K ﹤0.01%
+5,000
233
$101K ﹤0.01%
+360
234
$99.9K ﹤0.01%
+5,800
235
$97.3K ﹤0.01%
+1,314
236
$96.2K ﹤0.01%
+745
237
$93.5K ﹤0.01%
+1,157
238
$92.7K ﹤0.01%
+250
239
$92.4K ﹤0.01%
+2,066
240
$89.1K ﹤0.01%
+773
241
$88.4K ﹤0.01%
+2,007
242
$86.2K ﹤0.01%
+950
243
$85.2K ﹤0.01%
+123
244
$84.8K ﹤0.01%
+1,000
245
$84.4K ﹤0.01%
+666
246
$83.8K ﹤0.01%
+1,160
247
$80.8K ﹤0.01%
+1,800
248
$80.5K ﹤0.01%
+170
249
$80K ﹤0.01%
+1,800
250
$79.7K ﹤0.01%
+1,640
8 9
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