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
101
$1.92M 0.06%
+22,685
102
$1.92M 0.06%
+72,313
103
$1.9M 0.06%
+26,954
104
$1.83M 0.06%
+32,558
105
$1.83M 0.06%
+5,043
106
$1.8M 0.06%
+7,280
107
$1.76M 0.06%
+21,339
108
$1.68M 0.05%
+19,677
109
$1.67M 0.05%
+15,712
110
$1.6M 0.05%
+12,720
111
$1.5M 0.05%
+1,360
112
$1.44M 0.05%
+63,248
113
$1.41M 0.05%
+43,751
114
$1.39M 0.05%
+1,311
115
$1.36M 0.04%
+4,584
116
$1.36M 0.04%
+1,322
117
$1.32M 0.04%
+13,117
118
$1.31M 0.04%
+13,200
119
$1.16M 0.04%
+2,584
120
$1.15M 0.04%
+5,059
121
$1.14M 0.04%
+103,208
122
$1.09M 0.04%
+17,395
123
$1.08M 0.04%
+11,060
124
$1.08M 0.04%
+6,721
125
$991K 0.03%
+5,940
3 4
5
6 7