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
376
$5.47K ﹤0.01%
+518
377
$5.39K ﹤0.01%
+313
378
$5.22K ﹤0.01%
+750
379
$4.79K ﹤0.01%
+150
380
$4.56K ﹤0.01%
+53
381
$4.29K ﹤0.01%
+254
382
$4.16K ﹤0.01%
+63
383
$4.1K ﹤0.01%
+60
384
$4.07K ﹤0.01%
+300
385
$3.76K ﹤0.01%
+270
386
$3.55K ﹤0.01%
+200
387
$2.76K ﹤0.01%
+199
388
$2.56K ﹤0.01%
+142
389
$2.48K ﹤0.01%
+1,950
390
$2.35K ﹤0.01%
+114
391
$2.32K ﹤0.01%
+7
392
$2.21K ﹤0.01%
+167
393
$1.85K ﹤0.01%
+15
394
$1.68K ﹤0.01%
+94
395
$1.63K ﹤0.01%
+368
396
$1.17K ﹤0.01%
+37
397
$1.08K ﹤0.01%
+2
398
$927 ﹤0.01%
+10
399
$891 ﹤0.01%
+300
400
$877 ﹤0.01%
+60
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