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
26
$28.8M 0.96%
379,210
+54,767
27
$28.7M 0.96%
7,529
+486
28
$26.6M 0.89%
129,851
+192
29
$26M 0.87%
156,815
-3,087
30
$24.7M 0.82%
348,809
+1,276
31
$24.4M 0.81%
1,845,931
-193,185
32
$23.7M 0.79%
152,002
+1,320
33
$23.7M 0.79%
194,279
+797
34
$23.5M 0.78%
75,413
-1,781
35
$22.8M 0.76%
260,277
-11,834
36
$22.4M 0.75%
131,495
-4,184
37
$21.1M 0.7%
150,632
+6,073
38
$20.4M 0.68%
719,755
+14,827
39
$19.5M 0.65%
89,518
-3,033
40
$19M 0.63%
113,333
-15,365
41
$18.6M 0.62%
36,623
+1,243
42
$17.8M 0.59%
163,993
-16,241
43
$17.6M 0.58%
117,109
-13,048
44
$17.5M 0.58%
35,416
+4,775
45
$16.4M 0.55%
202,804
+19,873
46
$15.7M 0.52%
413,561
-25,237
47
$13.9M 0.46%
141,196
-14,067
48
$13.8M 0.46%
7,386
+120
49
$13M 0.43%
22,109
+2,173
50
$12.8M 0.43%
50,415
+2,146
1
2
3 4 5