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
401
$919 ﹤0.01%
20
402
$880 ﹤0.01%
10
403
$813 ﹤0.01%
300
404
$796 ﹤0.01%
30
405
$794 ﹤0.01%
3
406
$784 ﹤0.01%
60
407
$642 ﹤0.01%
300
408
$459 ﹤0.01%
+500
409
$455 ﹤0.01%
38
410
$435 ﹤0.01%
9
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$430 ﹤0.01%
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412
$392 ﹤0.01%
10
413
$301 ﹤0.01%
17
414
$269 ﹤0.01%
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415
$244 ﹤0.01%
3
416
$173 ﹤0.01%
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417
$164 ﹤0.01%
11
418
$126 ﹤0.01%
+1
419
$33 ﹤0.01%
+4
420
$6 ﹤0.01%
1
421
– –
-8
422
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-750
423
– –
-1,500
424
– –
-500
425
– –
-671
14 15 16
17
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