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
$3B
AUM Growth
-$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$5.19M
3
+$5.09M
4
AMZN icon
Amazon
AMZN
+$4.47M
5
IP icon
International Paper
IP
+$4.24M

Top Sells

1
+$5.64M
2
+$2.78M
3
+$2.59M
4
CVX icon
Chevron
CVX
+$2.57M
5
BUR icon
Burford Capital
BUR
+$2.55M

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
376
$4.35K ﹤0.01%
405
-113
377
$4.22K ﹤0.01%
270
378
$4.03K ﹤0.01%
313
379
$4K ﹤0.01%
1,366
380
$3.89K ﹤0.01%
200
381
$3.82K ﹤0.01%
53
382
$3.76K ﹤0.01%
1,001
-3,425
383
$3.65K ﹤0.01%
60
384
$3.28K ﹤0.01%
150
385
$2.83K ﹤0.01%
142
386
$2.57K ﹤0.01%
190
-64
387
$2.48K ﹤0.01%
167
388
$2.46K ﹤0.01%
199
389
$2.43K ﹤0.01%
32
-31
390
$2.09K ﹤0.01%
82
-12
391
$1.94K ﹤0.01%
368
392
$1.86K ﹤0.01%
15
393
$1.66K ﹤0.01%
+400
394
$1.45K ﹤0.01%
114
395
$1.39K ﹤0.01%
1,200
-750
396
$1.35K ﹤0.01%
1,200
397
$1.22K ﹤0.01%
+600
398
$1.03K ﹤0.01%
2
399
$948 ﹤0.01%
37
400
$930 ﹤0.01%
3
-4
14 15
16
17 18