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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
276
$56.6K ﹤0.01%
1,375
277
$54.5K ﹤0.01%
415
+325
278
$53.7K ﹤0.01%
1,680
279
$53.1K ﹤0.01%
650
280
$50.2K ﹤0.01%
1,852
-2,007
281
$46.8K ﹤0.01%
570
282
$46.6K ﹤0.01%
500
283
$45.2K ﹤0.01%
500
284
$44.9K ﹤0.01%
11,571
-1,510
285
$44.4K ﹤0.01%
500
286
$44.2K ﹤0.01%
1,000
287
$44.2K ﹤0.01%
628
288
$43.9K ﹤0.01%
462
-55
289
$42.1K ﹤0.01%
245
290
$41.9K ﹤0.01%
1,275
291
$41.7K ﹤0.01%
34
292
$40.7K ﹤0.01%
160
293
$40.4K ﹤0.01%
1,615
294
$38.9K ﹤0.01%
350
295
$37.5K ﹤0.01%
+400
296
$37.4K ﹤0.01%
412
297
$36.6K ﹤0.01%
955
298
$36K ﹤0.01%
490
299
$35K ﹤0.01%
250
300
$34.5K ﹤0.01%
2,031
-1,159
10 11
12
13 14