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
326
$23.2K ﹤0.01%
158
327
$22.1K ﹤0.01%
1,250
328
$22K ﹤0.01%
74
329
$20.5K ﹤0.01%
752
330
$20.1K ﹤0.01%
429
331
$20K ﹤0.01%
580
332
$19.9K ﹤0.01%
1,436
333
$19.8K ﹤0.01%
200
334
$19.8K ﹤0.01%
105
335
$19.6K ﹤0.01%
150
336
$19K ﹤0.01%
2,029
337
$18.7K ﹤0.01%
1,866
338
$18.5K ﹤0.01%
1,815
339
$18.4K ﹤0.01%
100
340
$17.8K ﹤0.01%
215
341
$17K ﹤0.01%
300
342
$16.3K ﹤0.01%
240
343
$15.8K ﹤0.01%
154
344
$15.6K ﹤0.01%
55
-45
345
$14.6K ﹤0.01%
1,674
346
$14.3K ﹤0.01%
200
347
$13.7K ﹤0.01%
480
348
$13.4K ﹤0.01%
500
349
$11.8K ﹤0.01%
820
350
$11.2K ﹤0.01%
41
12 13
14
15 16