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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
76
$5.16M 0.15%
35,044
-570
77
$4.55M 0.13%
14,895
-104
78
$4.03M 0.11%
63,585
+259
79
$3.98M 0.11%
90,447
-6,939
80
$3.86M 0.11%
6,435
+440
81
$3.86M 0.11%
5,055
-58
82
$3.75M 0.11%
34,415
83
$3.59M 0.1%
17,830
84
$3.47M 0.1%
10,020
-992
85
$3.36M 0.1%
10,198
+9,653
86
$3.33M 0.09%
5,285
-13
87
$3.08M 0.09%
5,435
-175
88
$3.06M 0.09%
65,926
-3,186
89
$2.96M 0.08%
86,265
-15,878
90
$2.72M 0.08%
34,069
-1,830
91
$2.72M 0.08%
26,804
92
$2.72M 0.08%
6,105
-600
93
$2.67M 0.08%
5,450
94
$2.62M 0.07%
32,792
-1,269
95
$2.59M 0.07%
9,175
-175
96
$2.59M 0.07%
17,418
-324
97
$2.54M 0.07%
13,575
-1,720
98
$2.53M 0.07%
29,381
+841
99
$2.49M 0.07%
7,375
+2,124
100
$2.37M 0.07%
3,559
-1,500
2 3
4
5 6