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
$3.27B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$18.9M
3
+$17.1M
4
ROP icon
Roper Technologies
ROP
+$9.7M
5
APH icon
Amphenol
APH
+$7.15M

Top Sells

1
+$16.4M
2
+$11.6M
3
+$11M
4
MCD icon
McDonald's
MCD
+$7.64M
5
V icon
Visa
V
+$6.19M

Sector Composition

1 Technology 23.97%
2 Financials 20.95%
3 Consumer Discretionary 15.48%
4 Healthcare 11.38%
5 Communication Services 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11.5K ﹤0.01%
+90
352
$11.3K ﹤0.01%
270
353
$10.9K ﹤0.01%
750
354
$10.9K ﹤0.01%
52
355
$10.8K ﹤0.01%
1,474
356
$10.5K ﹤0.01%
109
-1,233
357
$10.3K ﹤0.01%
820
358
$10.1K ﹤0.01%
260
359
$9.93K ﹤0.01%
41
360
$9.54K ﹤0.01%
183
-60
361
$9.14K ﹤0.01%
5
362
$9.07K ﹤0.01%
40
-182
363
$9.06K ﹤0.01%
186
364
$9K ﹤0.01%
379
365
$8.9K ﹤0.01%
300
366
$8.72K ﹤0.01%
120
-6,487
367
$8.62K ﹤0.01%
98
368
$7.3K ﹤0.01%
80
369
$6.44K ﹤0.01%
12
370
$6.32K ﹤0.01%
+57
371
$6.13K ﹤0.01%
187
372
$6.09K ﹤0.01%
313
373
$5.96K ﹤0.01%
25
374
$4.78K ﹤0.01%
1,000
375
$4.64K ﹤0.01%
405
13 14
15
16 17