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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 | |
|---|---|---|---|---|---|---|
51
Markel Group
MKL
$22.7B
| $14.9M | 0.4% |
7,772
+121
|
|
||
52
Blackstone
BX
$147B
| $14.6M | 0.4% |
126,850
-26,183
|
|
||
53
Cisco
CSCO
$474B
| $12.5M | 0.34% |
161,461
+10,518
|
|
||
54
Ferguson
FERG
$45.7B
| $11.4M | 0.31% |
48,678
-915
|
|
||
55
Costco
COST
$430B
| $11.2M | 0.31% |
11,277
+353
|
|
||
56
Walt Disney
DIS
$172B
| $10.7M | 0.29% |
111,068
-2,941
|
|
||
57
Deere & Co
DE
$156B
| $10.7M | 0.29% |
18,992
-341
|
|
||
58
Boston Scientific
BSX
$72.8B
| $10.6M | 0.29% |
168,771
+26,883
|
|
||
|
59
GE HealthCare
GEHC
$30B
| $10.5M | 0.29% |
147,330
-89,949
|
|
||
60
Interactive Brokers
IBKR
$38.5B
| $9.93M | 0.27% |
148,042
-15,096
|
|
||
61
Eaton
ETN
$156B
| $8.96M | 0.24% |
25,058
-929
|
|
||
62
Wheaton Precious Metals
WPM
$51.1B
| $8.61M | 0.23% |
65,672
-2,434
|
|
||
63
American Water Works
AWK
$24.5B
| $8.34M | 0.23% |
61,264
-924
|
|
||
64
Palo Alto Networks
PANW
$212B
| $7.8M | 0.21% |
48,651
+6,494
|
|
||
65
Prologis
PLD
$138B
| $7.75M | 0.21% |
58,665
-1,544
|
|
||
66
CME Group
CME
$92.5B
| $7.49M | 0.2% |
25,372
-1,905
|
|
||
67
SPDR Gold Trust
GLD
$140B
| $7.27M | 0.2% |
16,893
-590
|
|
||
68
Eli Lilly
LLY
$1.02T
| $6.65M | 0.18% |
7,228
+2,040
|
|
||
69
Abbott
ABT
$159B
| $6.29M | 0.17% |
61,231
-2,227
|
|
||
70
Mondelez International
MDLZ
$80.8B
| $5.97M | 0.16% |
103,654
+1,680
|
|
||
71
Arista Networks
ANET
$192B
| $5.8M | 0.16% |
47,223
-1,506
|
|
||
72
PepsiCo
PEP
$195B
| $5.59M | 0.15% |
36,016
-6,926
|
|
||
73
American Tower
AMT
$88.9B
| $5.47M | 0.15% |
31,721
-22,858
|
|
||
74
Royal Bank of Canada
RY
$275B
| $5.27M | 0.14% |
32,604
-255
|
|
||
75
Accenture
ACN
$107B
| $4.94M | 0.13% |
24,895
-2,034
|
|