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
251
$79.3K ﹤0.01%
+2,682
252
$78.4K ﹤0.01%
+1,300
253
$78K ﹤0.01%
+74
254
$76.6K ﹤0.01%
+325
255
$76.1K ﹤0.01%
+444
256
$74.1K ﹤0.01%
+4,890
257
$73.1K ﹤0.01%
+940
258
$70.8K ﹤0.01%
+766
259
$70.3K ﹤0.01%
+915
260
$69.8K ﹤0.01%
+2,550
261
$69.3K ﹤0.01%
+400
262
$68.1K ﹤0.01%
+700
263
$66.7K ﹤0.01%
+1,253
264
$66.4K ﹤0.01%
+252
265
$63.3K ﹤0.01%
+2,875
266
$63.1K ﹤0.01%
+3,612
267
$61.4K ﹤0.01%
+400
268
$58.9K ﹤0.01%
+992
269
$58.8K ﹤0.01%
+250
270
$54.6K ﹤0.01%
+1,615
271
$54.3K ﹤0.01%
+15,054
272
$52.6K ﹤0.01%
+300
273
$51.8K ﹤0.01%
+1,680
274
$51.2K ﹤0.01%
+1,300
275
$47.2K ﹤0.01%
+190
9 10
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