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
26
$29.8M 0.97%
+129,659
27
$28.7M 0.93%
+150,682
28
$27.2M 0.88%
+77,194
29
$26.4M 0.86%
+2,039,116
30
$25.1M 0.81%
+324,443
31
$24.9M 0.81%
+144,559
32
$24.9M 0.81%
+347,533
33
$24.6M 0.8%
+272,111
34
$23.4M 0.76%
+193,482
35
$23.1M 0.75%
+159,902
36
$22.7M 0.74%
+135,679
37
$22.6M 0.73%
+7,043
38
$19.8M 0.64%
+130,157
39
$18.6M 0.61%
+128,698
40
$17.6M 0.57%
+35,380
41
$17.3M 0.56%
+155,263
42
$17M 0.55%
+92,551
43
$16.7M 0.54%
+704,928
44
$16.7M 0.54%
+438,798
45
$16M 0.52%
+30,641
46
$14.5M 0.47%
+48,269
47
$14.3M 0.46%
+182,931
48
$14.1M 0.46%
+180,234
49
$12.5M 0.41%
+7,266
50
$12.1M 0.39%
+136,150
1
2
3 4 5