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
326
$20.4K ﹤0.01%
+74
327
$19.5K ﹤0.01%
+500
328
$19.4K ﹤0.01%
+200
329
$18.5K ﹤0.01%
+175
330
$18.5K ﹤0.01%
+1,866
331
$18.3K ﹤0.01%
+290
332
$17.5K ﹤0.01%
+200
333
$17.2K ﹤0.01%
+300
334
$16.8K ﹤0.01%
+154
335
$16.6K ﹤0.01%
+4,426
336
$16.6K ﹤0.01%
+429
337
$16.3K ﹤0.01%
+480
338
$15.9K ﹤0.01%
+150
339
$15K ﹤0.01%
+500
340
$14.9K ﹤0.01%
+240
341
$14.5K ﹤0.01%
+628
342
$13.6K ﹤0.01%
+671
343
$13.5K ﹤0.01%
+1,450
344
$13.1K ﹤0.01%
+125
345
$13.1K ﹤0.01%
+88
346
$12.9K ﹤0.01%
+10,000
347
$12.1K ﹤0.01%
+1,000
348
$12K ﹤0.01%
+29
349
$11.7K ﹤0.01%
+100
350
$11.3K ﹤0.01%
+880
12 13
14
15 16