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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
351
$10.3K ﹤0.01%
300
352
$10K ﹤0.01%
120
353
$9.84K ﹤0.01%
186
354
$9.8K ﹤0.01%
+400
355
$9.55K ﹤0.01%
109
356
$8.96K ﹤0.01%
183
357
$8.66K ﹤0.01%
+103
358
$8.5K ﹤0.01%
70
-304
359
$8.23K ﹤0.01%
650
-170
360
$8.21K ﹤0.01%
98
361
$8.11K ﹤0.01%
270
362
$7.88K ﹤0.01%
80
363
$7.67K ﹤0.01%
12
364
$7.54K ﹤0.01%
313
365
$7.48K ﹤0.01%
5
366
$7.4K ﹤0.01%
15
-15
367
$7.34K ﹤0.01%
379
368
$7.12K ﹤0.01%
54
369
$6.7K ﹤0.01%
343
-62
370
$6.45K ﹤0.01%
1,366
371
$6.44K ﹤0.01%
187
372
$5.99K ﹤0.01%
25
373
$5.09K ﹤0.01%
270
374
$4.3K ﹤0.01%
53
375
$4.14K ﹤0.01%
70
13 14
15
16 17