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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
101
$2.33M 0.07%
21,339
102
$2.32M 0.07%
38,815
+5,025
103
$2.24M 0.06%
30,056
-8,700
104
$2.18M 0.06%
4,571
+54
105
$2.08M 0.06%
11,315
+2,310
106
$2.07M 0.06%
8,240
+30
107
$2.06M 0.06%
24,560
+11,360
108
$1.8M 0.05%
5,977
-30
109
$1.76M 0.05%
10,534
-743
110
$1.75M 0.05%
26,741
-247
111
$1.72M 0.05%
5,874
-176
112
$1.64M 0.05%
14,065
-7,673
113
$1.63M 0.05%
10,265
-1,250
114
$1.62M 0.05%
5,205
115
$1.54M 0.04%
8,500
+1,995
116
$1.51M 0.04%
9,005
-8,737
117
$1.48M 0.04%
17,760
+120
118
$1.46M 0.04%
37,157
-2,429
119
$1.45M 0.04%
2,071
-115
120
$1.43M 0.04%
56,110
-3,600
121
$1.4M 0.04%
5,124
-399
122
$1.37M 0.04%
2,043
+260
123
$1.36M 0.04%
13,182
+65
124
$1.35M 0.04%
19,421
-4,805
125
$1.31M 0.04%
3,949
3 4
5
6 7