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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
1 Year Est. Return
+33.12%
AUM
$3.68B
AUM Growth
+$60.8M
(+1.7%)
Holding
426
Top Buys
| 1 | +$270M | |
| 2 | +$31.2M | |
| 3 | +$13M | |
| 4 |
Broadcom
AVGO
|
+$10.7M |
| 5 |
Meta Platforms (Facebook)
META
|
+$8.19M |
Top Sells
| 1 | +$21.3M | |
| 2 | +$16.4M | |
| 3 | +$8.86M | |
| 4 |
Zoetis
ZTS
|
+$8.85M |
| 5 |
GE HealthCare
GEHC
|
+$7.09M |
Sector Composition
| 1 | Technology | 21.06% |
| 2 | Financials | 17.99% |
| 3 | Healthcare | 17.48% |
| 4 | Consumer Discretionary | 12.43% |
| 5 | Communication Services | 10.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Rockwell Automation
ROK
$51.2B
| $2.07M | 0.06% |
5,771
+3,418
|
|
||
102
Canadian Pacific Kansas City
CP
$80.1B
| $2.04M | 0.06% |
25,993
-2,828
|
|
||
103
CrowdStrike
CRWD
$164B
| $2.02M | 0.06% |
5,185
-50
|
|
||
104
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
| $1.95M | 0.05% |
18,825
|
|
||
105
Coinbase
COIN
$41B
| $1.92M | 0.05% |
10,997
+1,333
|
|
||
106
International Paper
IP
$18.1B
| $1.73M | 0.05% |
48,364
-7,749
|
|
||
107
Dover
DOV
$29.8B
| $1.72M | 0.05% |
8,259
-744
|
|
||
108
RTX Corp
RTX
$245B
| $1.71M | 0.05% |
8,868
-447
|
|
||
109
GE Aerospace
GE
$345B
| $1.67M | 0.05% |
5,872
-1
|
|
||
110
Texas Pacific Land
TPL
$26.4B
| $1.65M | 0.04% |
3,475
-1,730
|
|
||
111
Merck
MRK
$295B
| $1.65M | 0.04% |
13,690
-295
|
|
||
112
Becton Dickinson
BDX
$41.9B
| $1.61M | 0.04% |
10,254
-1,435
|
|
||
113
Shell
SHEL
$237B
| $1.61M | 0.04% |
17,297
|
|
||
114
iShares Core S&P 500 ETF
IVV
$833B
| $1.57M | 0.04% |
2,403
+30
|
|
||
115
Pfizer
PFE
$146B
| $1.56M | 0.04% |
55,712
+565
|
|
||
116
Morgan Stanley
MS
$332B
| $1.55M | 0.04% |
9,420
-45
|
|
||
117
Motorola Solutions
MSI
$68.7B
| $1.52M | 0.04% |
+3,510
|
|
||
118
Logitech
LOGI
$16.2B
| $1.29M | 0.03% |
14,209
-7,130
|
|
||
119
Aptiv
APTV
$14.5B
| $1.27M | 0.03% |
18,263
-7,723
|
|
||
120
AT&T
T
$158B
| $1.19M | 0.03% |
41,108
|
|
||
121
Automatic Data Processing
ADP
$92.4B
| $1.19M | 0.03% |
5,844
-139
|
|
||
122
Flutter Entertainment
FLUT
$19.3B
| $1.17M | 0.03% |
11,497
-10,463
|
|
||
123
GE Vernova
GEV
$247B
| $1.16M | 0.03% |
1,327
-133
|
|
||
124
Spotify
SPOT
$102B
| $1.14M | 0.03% |
2,350
+179
|
|
||
125
American Express
AXP
$217B
| $1.14M | 0.03% |
3,764
-15
|
|