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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
401
$450 ﹤0.01%
10
402
$365 ﹤0.01%
5
403
$259 ﹤0.01%
22
404
$216 ﹤0.01%
3
405
$161 ﹤0.01%
85
406
$103 ﹤0.01%
9
407
$98 ﹤0.01%
5
408
$37 ﹤0.01%
4
409
$8 ﹤0.01%
1
410
– –
-450
411
– –
-182
412
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-57
413
– –
-1,250
414
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-400
415
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-142
416
– –
-55
417
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418
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-85
419
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-3,860
420
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-385
421
– –
-525
422
– –
-824
423
– –
-4,435
424
– –
-5
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