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
76
$4.4M 0.14%
+36,489
77
$4.37M 0.14%
+12,861
78
$4.31M 0.14%
+112,531
79
$4.06M 0.13%
+101,423
80
$4.03M 0.13%
+6,717
81
$3.92M 0.13%
+64,863
82
$3.24M 0.11%
+11,162
83
$3.17M 0.1%
+34,904
84
$3.17M 0.1%
+58,510
85
$3.12M 0.1%
+39,768
86
$3.1M 0.1%
+26,761
87
$3.01M 0.1%
+5,133
88
$2.98M 0.1%
+3,856
89
$2.92M 0.09%
+7,224
90
$2.89M 0.09%
+47,886
91
$2.82M 0.09%
+15,029
92
$2.82M 0.09%
+13,408
93
$2.73M 0.09%
+5,285
94
$2.6M 0.08%
+35,945
95
$2.27M 0.07%
+10,348
96
$2.17M 0.07%
+31,775
97
$2.13M 0.07%
+28,124
98
$1.97M 0.06%
+37,024
99
$1.97M 0.06%
+5,745
100
$1.94M 0.06%
+6,611
2 3
4
5 6