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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
51
$13M 0.37%
330,218
-45,620
52
$12.8M 0.36%
103,560
+14,060
53
$12.5M 0.35%
181,551
+50,509
54
$12.4M 0.35%
126,535
+121,913
55
$12.2M 0.35%
49,530
-25,267
56
$11.8M 0.34%
52,593
-1,672
57
$10.5M 0.3%
153,072
+7,038
58
$9.56M 0.27%
10,332
+247
59
$9.34M 0.27%
20,428
+419
60
$9.22M 0.26%
65,666
-6,930
61
$9.18M 0.26%
24,541
+607
62
$8.71M 0.25%
62,565
+320
63
$8.44M 0.24%
63,027
-960
64
$8.11M 0.23%
39,806
+3,535
65
$8.04M 0.23%
71,268
+1,422
66
$7.62M 0.22%
122,054
-21,602
67
$7.44M 0.21%
27,525
+120
68
$7.19M 0.2%
64,294
+9,520
69
$7.03M 0.2%
19,772
+385
70
$6.98M 0.2%
60,923
-1,387
71
$6.7M 0.19%
33,778
+180
72
$6.28M 0.18%
43,123
-4,227
73
$6.2M 0.18%
17,650
-13,454
74
$6.05M 0.17%
25,525
-597
75
$5.72M 0.16%
22,512
-211
1 2
3
4 5