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
$3B
AUM Growth
-$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$5.19M
3
+$5.09M
4
AMZN icon
Amazon
AMZN
+$4.47M
5
IP icon
International Paper
IP
+$4.24M

Top Sells

1
+$5.64M
2
+$2.78M
3
+$2.59M
4
CVX icon
Chevron
CVX
+$2.57M
5
BUR icon
Burford Capital
BUR
+$2.55M

Sector Composition

1 Financials 21.55%
2 Technology 20.08%
3 Healthcare 14.71%
4 Consumer Discretionary 14.59%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$114K ﹤0.01%
2,300
-630
227
$113K ﹤0.01%
2,245
228
$113K ﹤0.01%
253
+10
229
$113K ﹤0.01%
+12,450
230
$108K ﹤0.01%
1,873
231
$103K ﹤0.01%
2,066
232
$102K ﹤0.01%
2,220
233
$99K ﹤0.01%
950
234
$97.9K ﹤0.01%
1,430
-328
235
$97.7K ﹤0.01%
1,876
236
$95K ﹤0.01%
5,000
237
$92.8K ﹤0.01%
1,640
238
$92.4K ﹤0.01%
+2,096
239
$92.1K ﹤0.01%
250
240
$91.1K ﹤0.01%
1,250
-50
241
$90.8K ﹤0.01%
2,007
242
$90.7K ﹤0.01%
460
243
$87.8K ﹤0.01%
360
244
$86.6K ﹤0.01%
444
245
$85.8K ﹤0.01%
766
246
$84.3K ﹤0.01%
1,160
247
$81.5K ﹤0.01%
123
248
$80.5K ﹤0.01%
2,382
-300
249
$79.2K ﹤0.01%
170
250
$78.2K ﹤0.01%
666
8 9
10
11 12