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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
1 Year Est. Return
+33.12%
AUM
$3.68B
AUM Growth
+$60.8M
(+1.7%)
Holding
426
Top Buys
| 1 | +$270M | |
| 2 | +$31.2M | |
| 3 | +$13M | |
| 4 |
Broadcom
AVGO
|
+$10.7M |
| 5 |
Meta Platforms (Facebook)
META
|
+$8.19M |
Top Sells
| 1 | +$21.3M | |
| 2 | +$16.4M | |
| 3 | +$8.86M | |
| 4 |
Zoetis
ZTS
|
+$8.85M |
| 5 |
GE HealthCare
GEHC
|
+$7.09M |
Sector Composition
| 1 | Technology | 21.06% |
| 2 | Financials | 17.99% |
| 3 | Healthcare | 17.48% |
| 4 | Consumer Discretionary | 12.43% |
| 5 | Communication Services | 10.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
S&P Global
SPGI
$126B
| $33.6M | 0.91% |
78,907
-1,546
|
|
||
27
Goldman Sachs
GS
$304B
| $33.4M | 0.91% |
39,470
-2,259
|
|
||
28
Johnson & Johnson
JNJ
$571B
| $33M | 0.9% |
135,066
-2,708
|
|
||
29
TotalEnergies
TTE
$197B
| $32.7M | 0.89% |
350,023
+9,146
|
|
||
30
Mastercard
MA
$438B
| $32.3M | 0.88% |
64,591
-6,975
|
|
||
31
TJX Companies
TJX
$182B
| $30.6M | 0.83% |
191,584
-7,217
|
|
||
|
SUNB
32
Sunbelt Rentals Holdings
SUNB
$34.6B
| $29M | 0.79% |
+444,828
|
|
||
33
Intuitive Surgical
ISRG
$151B
| $28.8M | 0.78% |
62,473
+8,874
|
|
||
34
Walmart Inc
WMT
$946B
| $27.6M | 0.75% |
222,464
-14,772
|
|
||
|
35
Zoetis
ZTS
$34.5B
| $27.4M | 0.74% |
231,709
-71,605
|
|
||
36
UnitedHealth
UNH
$375B
| $25.8M | 0.7% |
95,509
-71,430
|
|
||
37
Agnico Eagle Mines
AEM
$80B
| $25.7M | 0.7% |
126,725
-4,650
|
|
||
|
SW
38
Smurfit Westrock
SW
$21.7B
| $24M | 0.65% |
603,376
-87,647
|
|
||
39
Freeport-McMoran
FCX
$92.4B
| $23.2M | 0.63% |
395,226
+45,683
|
|
||
40
Chevron
CVX
$372B
| $20.7M | 0.56% |
100,111
-3,618
|
|
||
41
Netflix
NFLX
$343B
| $20M | 0.54% |
207,610
+18,279
|
|
||
42
Newmont
NEM
$105B
| $19.4M | 0.53% |
178,759
-8,205
|
|
||
43
Amphenol
APH
$190B
| $19M | 0.52% |
150,010
+44,876
|
|
||
44
Danaher
DHR
$133B
| $18.9M | 0.51% |
99,678
-21,914
|
|
||
|
45
Broadcom
AVGO
$1.86T
| $18.6M | 0.5% |
59,969
+32,470
|
|
||
46
McDonald's
MCD
$201B
| $18.3M | 0.5% |
58,788
-4,533
|
|
||
47
Intuit
INTU
$80.4B
| $16.4M | 0.44% |
37,843
+12,237
|
|
||
48
Exxon Mobil
XOM
$617B
| $16.2M | 0.44% |
95,705
+26,428
|
|
||
49
Procter & Gamble
PG
$346B
| $16M | 0.43% |
110,666
-17,376
|
|
||
50
Ferrari
RACE
$63B
| $15.8M | 0.43% |
46,583
-19,945
|
|