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
251
$78K ﹤0.01%
700
252
$73.1K ﹤0.01%
74
253
$72.8K ﹤0.01%
1,800
254
$71.8K ﹤0.01%
962
-195
255
$71.8K ﹤0.01%
940
256
$70.2K ﹤0.01%
2,550
257
$68.7K ﹤0.01%
252
258
$68.3K ﹤0.01%
400
259
$67.9K ﹤0.01%
17,067
+2,013
260
$67.5K ﹤0.01%
250
261
$67.4K ﹤0.01%
510
262
$67.2K ﹤0.01%
737
-36
263
$67.1K ﹤0.01%
204
-261
264
$65.7K ﹤0.01%
2,875
265
$65.4K ﹤0.01%
903
-411
266
$61.9K ﹤0.01%
370
+325
267
$61.4K ﹤0.01%
400
268
$60.4K ﹤0.01%
1,000
269
$60.3K ﹤0.01%
+815
270
$59.1K ﹤0.01%
+215
271
$58.9K ﹤0.01%
1,253
272
$57.7K ﹤0.01%
335
+145
273
$53.2K ﹤0.01%
929
-63
274
$52.6K ﹤0.01%
3,470
-142
275
$52K ﹤0.01%
300
9 10
11
12 13