EPIM
Evelyn Partners Investment Management Portfolio holdings
AUM
$2.42B
1 Year Est. Return
–
AUM
$2.2B
AUM Growth
–
Holding
261
Top Buys
| 1 | +$196M | |
| 2 | +$190M | |
| 3 | +$157M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$118M |
| 5 |
Visa
V
|
+$110M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 21.97% |
| 2 | Financials | 20.95% |
| 3 | Healthcare | 16.15% |
| 4 | Consumer Discretionary | 14.67% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Editas Medicine
EDIT
$335M
| $1.4K | ﹤0.01% |
+9,471
|
|
||
252
CEVA Inc
CEVA
$671M
| $947 | ﹤0.01% |
+8,371
|
|
||
253
Ubiquiti
UI
$44.5B
| $929 | ﹤0.01% |
+28
|
|
||
254
Gen Digital
GEN
$16.8B
| $796 | ﹤0.01% |
+1,058
|
|
||
255
Warner Bros
WBD
$52.4B
| $665 | ﹤0.01% |
+1
|
|
||
256
Wabtec
WAB
$33.8B
| $363 | ﹤0.01% |
+2
|
|
||
257
Resideo Technologies
REZI
$6.62B
| $301 | ﹤0.01% |
+17
|
|
||
|
SNRE
258
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
| $290 | ﹤0.01% |
+2,055
|
|
||
259
DocuSign
DOCU
$14.4B
| $244 | ﹤0.01% |
+1,907
|
|
||
260
Organon & Co
OGN
$2.38B
| $164 | ﹤0.01% |
+16
|
|
||
261
First Solar
FSLR
$25.9B
| $126 | ﹤0.01% |
+6,535
|
|