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
301
$30.1K ﹤0.01%
+399
302
$29.6K ﹤0.01%
+245
303
$29.5K ﹤0.01%
+113
304
$29.3K ﹤0.01%
+750
305
$29K ﹤0.01%
+245
306
$28.3K ﹤0.01%
+1,474
307
$28K ﹤0.01%
+158
308
$27.1K ﹤0.01%
+215
309
$25.1K ﹤0.01%
+619
310
$24.8K ﹤0.01%
+95
311
$24.5K ﹤0.01%
+620
312
$23.9K ﹤0.01%
+340
313
$23.7K ﹤0.01%
+1,815
314
$23K ﹤0.01%
+1,250
315
$22.7K ﹤0.01%
+1,890
316
$22.6K ﹤0.01%
+105
317
$22.6K ﹤0.01%
+430
318
$22.4K ﹤0.01%
+532
319
$22.1K ﹤0.01%
+580
320
$22.1K ﹤0.01%
+1,250
321
$22.1K ﹤0.01%
+100
322
$22.1K ﹤0.01%
+245
323
$20.8K ﹤0.01%
+1,674
324
$20.7K ﹤0.01%
+752
325
$20.6K ﹤0.01%
+1,436