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
51
$10.8M 0.35%
+17,113
52
$10.4M 0.34%
+11,319
53
$10.4M 0.34%
+19,936
54
$10.1M 0.33%
+58,283
55
$10.1M 0.33%
+23,775
56
$10.1M 0.33%
+168,628
57
$10M 0.33%
+22,567
58
$9.23M 0.3%
+40,705
59
$9.16M 0.3%
+40,568
60
$8.61M 0.28%
+76,143
61
$8.59M 0.28%
+230,772
62
$8.17M 0.27%
+75,969
63
$8.1M 0.26%
+65,089
64
$8.08M 0.26%
+19,078
65
$8.03M 0.26%
+24,029
66
$6.74M 0.22%
+63,812
67
$6.74M 0.22%
+29,014
68
$6.71M 0.22%
+113,406
69
$6.04M 0.2%
+18,198
70
$5.91M 0.19%
+32,473
71
$5.31M 0.17%
+28,062
72
$5.14M 0.17%
+19,890
73
$4.74M 0.15%
+42,886
74
$4.73M 0.15%
+19,522
75
$4.52M 0.15%
+21,293
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3
4 5