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EPIM

Evelyn Partners Investment Management Portfolio holdings

AUM $3.68B
1-Year Est. Return 33.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.52B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$12.6M
3
+$12.2M
4
ROP icon
Roper Technologies
ROP
+$10.4M
5
META icon
Meta Platforms (Facebook)
META
+$8.36M

Top Sells

1
+$16.2M
2
+$15.9M
3
+$9.96M
4
CRH icon
CRH
CRH
+$6.62M
5
ACN icon
Accenture
ACN
+$6.59M

Sector Composition

1 Technology 24.77%
2 Financials 20.3%
3 Consumer Discretionary 14.91%
4 Communication Services 11.65%
5 Healthcare 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$132K ﹤0.01%
2,125
-120
227
$132K ﹤0.01%
2,432
228
$121K ﹤0.01%
2,066
229
$118K ﹤0.01%
432
230
$113K ﹤0.01%
570
231
$109K ﹤0.01%
+865
232
$107K ﹤0.01%
2,220
-2,500
233
$107K ﹤0.01%
460
234
$104K ﹤0.01%
737
235
$103K ﹤0.01%
1,800
236
$103K ﹤0.01%
1,640
237
$103K ﹤0.01%
1,126
-46
238
$97.6K ﹤0.01%
785
-170
239
$97.1K ﹤0.01%
1,926
+50
240
$96.2K ﹤0.01%
+10,000
241
$96K ﹤0.01%
+1,600
242
$94.5K ﹤0.01%
2,000
-300
243
$93.4K ﹤0.01%
3,585
244
$91.7K ﹤0.01%
950
245
$91.2K ﹤0.01%
510
246
$89.9K ﹤0.01%
3,921
247
$89.8K ﹤0.01%
700
248
$88.2K ﹤0.01%
1,100
249
$86.5K ﹤0.01%
407
250
$85.9K ﹤0.01%
252
8 9
10
11 12