We are live on ! Find out more
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
301
$34.4K ﹤0.01%
245
302
$34.1K ﹤0.01%
220
303
$33.9K ﹤0.01%
315
304
$33.7K ﹤0.01%
750
305
$32.4K ﹤0.01%
200
-45
306
$31.9K ﹤0.01%
113
307
$31.4K ﹤0.01%
500
308
$31.2K ﹤0.01%
532
309
$30.8K ﹤0.01%
460
310
$29.6K ﹤0.01%
620
311
$29.6K ﹤0.01%
215
312
$28.9K ﹤0.01%
1,815
313
$28.7K ﹤0.01%
1,890
314
$28.7K ﹤0.01%
140
-50
315
$28.5K ﹤0.01%
340
316
$28.5K ﹤0.01%
105
317
$28.1K ﹤0.01%
337
318
$27.6K ﹤0.01%
+165
319
$26.9K ﹤0.01%
105
-49
320
$25.5K ﹤0.01%
529
321
$25.3K ﹤0.01%
158
322
$23.9K ﹤0.01%
25
323
$23.1K ﹤0.01%
752
324
$22.3K ﹤0.01%
1,866
325
$22.1K ﹤0.01%
580
11 12
13
14 15