EPIM

Evelyn Partners Investment Management Portfolio holdings

AUM $3.62B
1-Year Est. Return 23.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.27B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$18.9M
3
+$17.1M
4
ROP icon
Roper Technologies
ROP
+$9.7M
5
APH icon
Amphenol
APH
+$7.15M

Top Sells

1
+$16.4M
2
+$11.6M
3
+$11M
4
MCD icon
McDonald's
MCD
+$7.64M
5
V icon
Visa
V
+$6.19M

Sector Composition

1 Technology 23.97%
2 Financials 20.95%
3 Consumer Discretionary 15.48%
4 Healthcare 11.38%
5 Communication Services 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$81.8K ﹤0.01%
360
252
$81.5K ﹤0.01%
250
253
$81.3K ﹤0.01%
1,000
254
$79.9K ﹤0.01%
5,000
255
$77.6K ﹤0.01%
450
-250
256
$77K ﹤0.01%
74
257
$75.7K ﹤0.01%
1,873
258
$75.5K ﹤0.01%
940
259
$74.1K ﹤0.01%
1,500
-596
260
$73.5K ﹤0.01%
252
261
$72.6K ﹤0.01%
1,091
+162
262
$71.3K ﹤0.01%
2,382
263
$70.6K ﹤0.01%
903
264
$70.6K ﹤0.01%
2,875
265
$69K ﹤0.01%
2,550
266
$67.4K ﹤0.01%
204
267
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6,610
-28,018
268
$65.3K ﹤0.01%
215
269
$63.7K ﹤0.01%
400
270
$63.2K ﹤0.01%
1,300
271
$62.6K ﹤0.01%
201
+127
272
$61.7K ﹤0.01%
1,253
273
$58.1K ﹤0.01%
+488
274
$57.8K ﹤0.01%
510
275
$57.6K ﹤0.01%
+206
9 10
11
12 13