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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
326
$21.9K ﹤0.01%
2,029
327
$20.3K ﹤0.01%
154
328
$20.1K ﹤0.01%
480
329
$20.1K ﹤0.01%
305
330
$20.1K ﹤0.01%
200
331
$18.6K ﹤0.01%
74
-127
332
$18.4K ﹤0.01%
1,436
333
$18.3K ﹤0.01%
113
334
$18K ﹤0.01%
200
335
$16.7K ﹤0.01%
117
336
$15.5K ﹤0.01%
1,563
-111
337
$15.1K ﹤0.01%
500
338
$14.8K ﹤0.01%
88
339
$14.5K ﹤0.01%
399
340
$14K ﹤0.01%
41
341
$13.5K ﹤0.01%
300
342
$12.6K ﹤0.01%
+300
343
$12.6K ﹤0.01%
1,474
344
$12.6K ﹤0.01%
750
345
$11.6K ﹤0.01%
260
346
$10.9K ﹤0.01%
269
-350
347
$10.7K ﹤0.01%
85
-403
348
$10.7K ﹤0.01%
25
-5
349
$10.4K ﹤0.01%
52
350
$10.4K ﹤0.01%
40
12 13
14
15 16