EPIM

Evelyn Partners Investment Management Portfolio holdings

AUM $3.62B
1-Year Est. Return 23.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.46%
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
+$6.07M
2
+$5.57M
3
+$5.1M
4
UNH icon
UnitedHealth
UNH
+$4.97M
5
TSM icon
TSMC
TSM
+$4.69M

Top Sells

1
+$5.71M
2
+$2.71M
3
+$2.7M
4
V icon
Visa
V
+$2.69M
5
GS icon
Goldman Sachs
GS
+$2.53M

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
351
$10.9K ﹤0.01%
880
352
$10.4K ﹤0.01%
30
353
$10.3K ﹤0.01%
1,474
354
$10.1K ﹤0.01%
243
355
$9.64K ﹤0.01%
750
356
$9.52K ﹤0.01%
10,000
357
$9.43K ﹤0.01%
52
358
$9.4K ﹤0.01%
260
359
$9.22K ﹤0.01%
5
360
$9.05K ﹤0.01%
80
361
$8.67K ﹤0.01%
1,000
362
$8.58K ﹤0.01%
379
363
$8.48K ﹤0.01%
270
-18
364
$8.36K ﹤0.01%
70
365
$8.15K ﹤0.01%
19
366
$8.13K ﹤0.01%
98
367
$8.01K ﹤0.01%
300
368
$7.27K ﹤0.01%
186
369
$7.26K ﹤0.01%
33
370
$7.2K ﹤0.01%
+4,000
371
$6.67K ﹤0.01%
25
-15
372
$6.33K ﹤0.01%
+133
373
$5.85K ﹤0.01%
+200
374
$5.22K ﹤0.01%
+187
375
$5.04K ﹤0.01%
12
-17
13 14
15
16 17