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
51
$12.8M 0.42%
136,770
+620
52
$12.1M 0.4%
19,695
+2,582
53
$11.3M 0.38%
166,297
-2,331
54
$10.7M 0.36%
221,215
-9,557
55
$10.1M 0.34%
23,653
-122
56
$9.58M 0.32%
20,412
+1,334
57
$9.52M 0.32%
64,558
-531
58
$9.32M 0.31%
58,167
-116
59
$9.25M 0.31%
9,776
-1,543
60
$8.41M 0.28%
70,732
-5,237
61
$8.37M 0.28%
135,686
+22,280
62
$8.37M 0.28%
63,066
-13,077
63
$8.15M 0.27%
38,504
-2,064
64
$8.13M 0.27%
30,663
+1,649
65
$7.19M 0.24%
64,283
+471
66
$6.7M 0.22%
24,976
+947
67
$6.46M 0.22%
16,843
-5,724
68
$6.16M 0.21%
22,665
+4,467
69
$5.99M 0.2%
35,126
+2,653
70
$5.63M 0.19%
19,537
+15
71
$5.18M 0.17%
46,882
+3,996
72
$5.11M 0.17%
20,960
-333
73
$5.04M 0.17%
120,542
+8,011
74
$4.77M 0.16%
21,520
+1,630
75
$4.57M 0.15%
13,097
+236
1 2
3
4 5