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
301
$35.9K ﹤0.01%
400
302
$35.8K ﹤0.01%
955
303
$35.5K ﹤0.01%
160
304
$35.2K ﹤0.01%
113
305
$33.9K ﹤0.01%
250
306
$32.3K ﹤0.01%
220
-525
307
$32K ﹤0.01%
490
308
$31K ﹤0.01%
245
309
$30.1K ﹤0.01%
750
310
$29.7K ﹤0.01%
399
311
$29.5K ﹤0.01%
460
+170
312
$29K ﹤0.01%
168
+80
313
$27.6K ﹤0.01%
+190
314
$27.4K ﹤0.01%
500
315
$26.5K ﹤0.01%
619
316
$25.6K ﹤0.01%
245
317
$25.2K ﹤0.01%
245
318
$25.2K ﹤0.01%
430
319
$25.1K ﹤0.01%
620
320
$25K ﹤0.01%
1,890
321
$24.9K ﹤0.01%
95
322
$24.4K ﹤0.01%
340
323
$23.9K ﹤0.01%
532
324
$23.8K ﹤0.01%
+200
325
$23.3K ﹤0.01%
628