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
351
$11.3K ﹤0.01%
+120
352
$11.2K ﹤0.01%
+2,029
353
$11.1K ﹤0.01%
+260
354
$10.8K ﹤0.01%
+379
355
$10.5K ﹤0.01%
+820
356
$10.4K ﹤0.01%
+45
357
$10.3K ﹤0.01%
+243
358
$9.96K ﹤0.01%
+288
359
$9.96K ﹤0.01%
+5
360
$9.86K ﹤0.01%
+52
361
$9.22K ﹤0.01%
+19
362
$9.22K ﹤0.01%
+300
363
$9.2K ﹤0.01%
+70
364
$9.09K ﹤0.01%
+98
365
$9K ﹤0.01%
+30
366
$8.96K ﹤0.01%
+750
367
$8.83K ﹤0.01%
+40
368
$8.45K ﹤0.01%
+80
369
$8.38K ﹤0.01%
+1,500
370
$8.09K ﹤0.01%
+186
371
$7.75K ﹤0.01%
+50
372
$7.57K ﹤0.01%
+41
373
$7.1K ﹤0.01%
+1,366
374
$6.72K ﹤0.01%
+33
375
$6.3K ﹤0.01%
+15
13 14
15
16 17