EPIM
Evelyn Partners Investment Management Portfolio holdings
AUM
$2.42B
1 Year Est. Return
–
AUM
$2.42B
AUM Growth
+$220M
(+10%)
Holding
273
Top Buys
| 1 | +$288M | |
| 2 | +$226M | |
| 3 | +$171M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$91.4M |
| 5 |
Stryker
SYK
|
+$73M |
Top Sells
| 1 | +$88.1M | |
| 2 | +$85.8M | |
| 3 | +$46.4M | |
| 4 |
Thermo Fisher Scientific
TMO
|
+$41.3M |
| 5 |
Zoetis
ZTS
|
+$23.8M |
Sector Composition
| 1 | Technology | 26.49% |
| 2 | Financials | 20.67% |
| 3 | Consumer Discretionary | 15.44% |
| 4 | Healthcare | 12.27% |
| 5 | Communication Services | 12.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
American Water Works
AWK
$27.6B
| $7.95M | 0.33% |
33,632
+21,750
|
|
||
52
Abbott
ABT
$221B
| $7.41M | 0.31% |
48,005
+36,799
|
|
||
53
Interactive Brokers
IBKR
$30.6B
| $7.33M | 0.3% |
124,862
-145,234
|
|
||
54
Honeywell
HON
$137B
| $7.3M | 0.3% |
23,808
+22,755
|
|
||
55
Palo Alto Networks
PANW
$147B
| $7.22M | 0.3% |
25,679
+25,048
|
|
||
56
Salesforce
CRM
$243B
| $6.76M | 0.28% |
23,393
-352
|
|
||
57
Exxon Mobil
XOM
$492B
| $6.47M | 0.27% |
85,569
+51,494
|
|
||
58
Prologis
PLD
$117B
| $6.45M | 0.27% |
43,184
-23,022
|
|
||
59
CME Group
CME
$97.2B
| $5.92M | 0.25% |
20,809
-4,301
|
|
||
60
Amphenol
APH
$163B
| $5.06M | 0.21% |
+88,790
|
|
||
61
Arista Networks
ANET
$193B
| $4.64M | 0.19% |
37,306
+20,578
|
|
||
62
Eli Lilly
LLY
$740B
| $3.98M | 0.16% |
5,269
+4,909
|
|
||
63
Verizon
VZ
$164B
| $3.84M | 0.16% |
97,840
+1,909
|
|
||
64
Adobe
ADBE
$148B
| $3.74M | 0.15% |
7,430
+6,455
|
|
||
65
L3Harris
LHX
$54.9B
| $3.72M | 0.15% |
10,452
-52,378
|
|
||
66
Marsh & McLennan
MMC
$91.4B
| $3.5M | 0.14% |
37,029
+14,829
|
|
||
67
Bank of New York Mellon
BK
$75.3B
| $3.13M | 0.13% |
34,415
+31,615
|
|
||
68
Colgate-Palmolive
CL
$63B
| $3.09M | 0.13% |
35,248
+33,948
|
|
||
69
Martin Marietta Materials
MLM
$37.5B
| $2.91M | 0.12% |
5,083
+2,568
|
|
||
70
MSCI
MSCI
$42B
| $2.78M | 0.11% |
2,263
-3,559
|
|
||
71
CrowdStrike
CRWD
$132B
| $2.77M | 0.11% |
5,005
|
|
||
72
IBM
IBM
$287B
| $2.75M | 0.11% |
12,752
+12,548
|
|
||
73
Becton Dickinson
BDX
$53.3B
| $2.6M | 0.11% |
9,335
+4,854
|
|
||
74
Williams Companies
WMB
$70.2B
| $2.4M | 0.1% |
46,042
+9,171
|
|
||
75
Carrier Global
CARR
$49.2B
| $2.38M | 0.1% |
33,815
+3,874
|
|