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
276
$55.6K ﹤0.01%
+385
277
$54.8K ﹤0.01%
325
278
$54.7K ﹤0.01%
3,470
279
$54.5K ﹤0.01%
300
280
$52.8K ﹤0.01%
1,680
281
$50.5K ﹤0.01%
1,375
282
$50.1K ﹤0.01%
13,081
-3,986
283
$50.1K ﹤0.01%
630
284
$49.5K ﹤0.01%
374
+304
285
$49.4K ﹤0.01%
650
286
$49.3K ﹤0.01%
517
-1,898
287
$47.5K ﹤0.01%
1,000
288
$46.7K ﹤0.01%
450
289
$46.4K ﹤0.01%
500
290
$45.3K ﹤0.01%
570
291
$43.4K ﹤0.01%
3,190
292
$42.7K ﹤0.01%
1,275
293
$41.6K ﹤0.01%
500
294
$41.4K ﹤0.01%
500
295
$39.9K ﹤0.01%
154
296
$39.9K ﹤0.01%
34
297
$38.5K ﹤0.01%
350
298
$37.9K ﹤0.01%
160
299
$37.7K ﹤0.01%
245
300
$37.5K ﹤0.01%
412
10 11
12
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