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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
26
$33.8M 0.96%
654,425
+27,083
27
$31.7M 0.9%
744,565
-34,113
28
$31.1M 0.88%
64,372
+3,851
29
$29.3M 0.83%
58,825
+19,549
30
$28.7M 0.82%
198,650
+2,572
31
$28M 0.79%
761,923
+3,510
32
$27.6M 0.78%
169,727
-7,274
33
$26.7M 0.76%
144,172
-8,955
34
$26.7M 0.76%
353,385
-11,109
35
$26.3M 0.75%
156,083
-1,124
36
$25.6M 0.73%
248,358
-3,363
37
$25.5M 0.72%
149,052
-3,510
38
$24.4M 0.69%
123,309
-5,037
39
$22M 0.62%
1,844,905
-25,155
40
$21.2M 0.6%
47,498
+8,647
41
$20.5M 0.58%
67,606
-53,329
42
$19.9M 0.56%
129,251
-2,529
43
$18.8M 0.53%
156,800
+5,900
44
$17.9M 0.51%
237,905
+21,262
45
$16.6M 0.47%
197,405
-6,757
46
$16.6M 0.47%
24,321
+1,628
47
$16.1M 0.46%
103,931
-5,135
48
$15.1M 0.43%
78,580
-7,597
49
$14.1M 0.4%
7,387
-187
50
$13.1M 0.37%
114,163
-9,387
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