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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
251
$85K ﹤0.01%
766
252
$84.9K ﹤0.01%
360
253
$84.6K ﹤0.01%
3,010
+460
254
$84.3K ﹤0.01%
1,300
255
$82.1K ﹤0.01%
2,382
256
$81K ﹤0.01%
170
257
$79.8K ﹤0.01%
175
-75
258
$79.6K ﹤0.01%
3,470
259
$78K ﹤0.01%
444
260
$77.9K ﹤0.01%
2,875
261
$76.4K ﹤0.01%
1,253
262
$76.4K ﹤0.01%
940
263
$76.3K ﹤0.01%
1,150
-886
264
$75K ﹤0.01%
250
265
$73.7K ﹤0.01%
1,905
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266
$71.3K ﹤0.01%
325
267
$71K ﹤0.01%
1,873
268
$70.5K ﹤0.01%
74
269
$66.5K ﹤0.01%
400
270
$65.5K ﹤0.01%
1,091
271
$65.3K ﹤0.01%
5,000
272
$58.8K ﹤0.01%
204
273
$58K ﹤0.01%
450
274
$57.3K ﹤0.01%
6,210
-400
275
$57.1K ﹤0.01%
630
9 10
11
12 13