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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
376
$3.68K ﹤0.01%
+285
377
$3.39K ﹤0.01%
150
378
$3.37K ﹤0.01%
200
379
$3.2K ﹤0.01%
60
380
$3.16K ﹤0.01%
554
-446
381
$3.1K ﹤0.01%
10
382
$2.67K ﹤0.01%
61
+1
383
$2.44K ﹤0.01%
167
384
$1.98K ﹤0.01%
3
385
$1.94K ﹤0.01%
199
386
$1.77K ﹤0.01%
368
387
$1.71K ﹤0.01%
300
388
$1.63K ﹤0.01%
103
389
$1.53K ﹤0.01%
20
390
$1.46K ﹤0.01%
1,200
391
$1.23K ﹤0.01%
2
392
$1K ﹤0.01%
300
393
$991 ﹤0.01%
10
394
$977 ﹤0.01%
37
395
$852 ﹤0.01%
30
396
$790 ﹤0.01%
60
397
$779 ﹤0.01%
3
398
$734 ﹤0.01%
17
399
$621 ﹤0.01%
44
-30
400
$575 ﹤0.01%
220
13 14 15
16
17