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
$3B
AUM Growth
-$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$5.19M
3
+$5.09M
4
AMZN icon
Amazon
AMZN
+$4.47M
5
IP icon
International Paper
IP
+$4.24M

Top Sells

1
+$5.64M
2
+$2.78M
3
+$2.59M
4
CVX icon
Chevron
CVX
+$2.57M
5
BUR icon
Burford Capital
BUR
+$2.55M

Sector Composition

1 Financials 21.55%
2 Technology 20.08%
3 Healthcare 14.71%
4 Consumer Discretionary 14.59%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.93M 0.06%
5,485
-260
102
$1.93M 0.06%
8,280
+1,000
103
$1.9M 0.06%
26,804
-150
104
$1.85M 0.06%
6,050
-561
105
$1.83M 0.06%
19,434
-3,251
106
$1.79M 0.06%
6,065
-5,097
107
$1.78M 0.06%
21,339
108
$1.77M 0.06%
17,540
+17,365
109
$1.73M 0.06%
27,174
-950
110
$1.72M 0.06%
6,632
-592
111
$1.63M 0.05%
4,953
-90
112
$1.58M 0.05%
16,528
+816
113
$1.56M 0.05%
61,616
-10,697
114
$1.49M 0.05%
43,550
-201
115
$1.46M 0.05%
12,515
-205
116
$1.36M 0.05%
13,117
117
$1.27M 0.04%
17,322
-73
118
$1.27M 0.04%
122,496
+19,288
119
$1.25M 0.04%
2,281
-303
120
$1.22M 0.04%
43,136
-20,112
121
$1.21M 0.04%
4,509
-75
122
$1.19M 0.04%
1,257
-65
123
$1.19M 0.04%
5,940
124
$1.18M 0.04%
13,200
125
$1.18M 0.04%
1,486
+175
3 4
5
6 7