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
276
$46.5K ﹤0.01%
+325
277
$46.2K ﹤0.01%
+570
278
$45.9K ﹤0.01%
+650
279
$45.3K ﹤0.01%
+1,000
280
$42.9K ﹤0.01%
+510
281
$42.5K ﹤0.01%
+337
282
$42.1K ﹤0.01%
+225
283
$41.6K ﹤0.01%
+34
284
$41.5K ﹤0.01%
+450
285
$40.5K ﹤0.01%
+1,275
286
$39.2K ﹤0.01%
+154
287
$38.8K ﹤0.01%
+630
288
$38.4K ﹤0.01%
+160
289
$38.4K ﹤0.01%
+500
290
$38.2K ﹤0.01%
+100
291
$37.9K ﹤0.01%
+500
292
$37.9K ﹤0.01%
+500
293
$37.7K ﹤0.01%
+230
294
$37.3K ﹤0.01%
+350
295
$36.1K ﹤0.01%
+315
296
$35.1K ﹤0.01%
+400
297
$34K ﹤0.01%
+955
298
$33.4K ﹤0.01%
+490
299
$33K ﹤0.01%
+250
300
$31.4K ﹤0.01%
+500
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