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
401
$821 ﹤0.01%
+30
402
$786 ﹤0.01%
+300
403
$761 ﹤0.01%
+3
404
$692 ﹤0.01%
+1,200
405
$678 ﹤0.01%
+20
406
$499 ﹤0.01%
+38
407
$499 ﹤0.01%
+194
408
$433 ﹤0.01%
+10
409
$392 ﹤0.01%
+17
410
$388 ﹤0.01%
+9
411
$278 ﹤0.01%
+220
412
$270 ﹤0.01%
+3
413
$191 ﹤0.01%
+15
414
$164 ﹤0.01%
+11
415
$112 ﹤0.01%
+8
416
$6 ﹤0.01%
+1
13 14 15 16
17