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
276
$51.7K ﹤0.01%
1,680
277
$49.3K ﹤0.01%
+1,375
278
$49.2K ﹤0.01%
450
279
$48.6K ﹤0.01%
+709
280
$47K ﹤0.01%
570
281
$45.9K ﹤0.01%
325
282
$45.5K ﹤0.01%
630
283
$44.3K ﹤0.01%
3,190
-1,700
284
$44.2K ﹤0.01%
1,300
285
$43.7K ﹤0.01%
1,000
286
$43.7K ﹤0.01%
222
-103
287
$43.5K ﹤0.01%
500
288
$42.7K ﹤0.01%
500
289
$42.7K ﹤0.01%
650
290
$41.8K ﹤0.01%
500
291
$40.2K ﹤0.01%
34
292
$40K ﹤0.01%
225
293
$39.6K ﹤0.01%
412
-1,712
294
$39.1K ﹤0.01%
1,615
295
$38.9K ﹤0.01%
350
296
$38K ﹤0.01%
1,275
297
$37.5K ﹤0.01%
154
298
$37.1K ﹤0.01%
337
299
$36.8K ﹤0.01%
230
300
$36.7K ﹤0.01%
315
10 11
12
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