EPIM
Evelyn Partners Investment Management Portfolio holdings
AUM
$2.42B
1 Year Est. Return
–
AUM
$2.42B
AUM Growth
+$220M
(+10%)
Holding
273
Top Buys
| 1 | +$288M | |
| 2 | +$226M | |
| 3 | +$171M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$91.4M |
| 5 |
Stryker
SYK
|
+$73M |
Top Sells
| 1 | +$88.1M | |
| 2 | +$85.8M | |
| 3 | +$46.4M | |
| 4 |
Thermo Fisher Scientific
TMO
|
+$41.3M |
| 5 |
Zoetis
ZTS
|
+$23.8M |
Sector Composition
| 1 | Technology | 26.49% |
| 2 | Financials | 20.67% |
| 3 | Consumer Discretionary | 15.44% |
| 4 | Healthcare | 12.27% |
| 5 | Communication Services | 12.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Western Digital
WDC
$44.4B
| $284K | 0.01% |
2,647
+1,418
|
|
||
127
Bristol-Myers Squibb
BMY
$89.2B
| $282K | 0.01% |
7,344
+3,760
|
|
||
128
Xylem
XYL
$36.1B
| $281K | 0.01% |
4,070
+2,186
|
|
||
129
Autodesk
ADSK
$66.6B
| $272K | 0.01% |
1,350
+592
|
|
||
130
Allstate
ALL
$50.9B
| $270K | 0.01% |
+1,342
|
|
||
131
DuPont de Nemours
DD
$33.9B
| $269K | 0.01% |
4,210
+343
|
|
||
132
State Street
STT
$32.8B
| $261K | 0.01% |
2,455
-1,484
|
|
||
133
Emerson Electric
EMR
$74.7B
| $260K | 0.01% |
2,248
-3,837
|
|
||
134
Twilio
TWLO
$17.3B
| $249K | 0.01% |
2,175
-4,338
|
|
||
135
ConocoPhillips
COP
$110B
| $248K | 0.01% |
6,691
+3,696
|
|
||
136
Coinbase
COIN
$91.1B
| $246K | 0.01% |
6,156
+6,001
|
|
||
137
Corteva
CTVA
$43.2B
| $228K | 0.01% |
3,204
+584
|
|
||
138
Jackson Financial
JXN
$6.92B
| $225K | 0.01% |
12,301
+8,899
|
|
||
139
Intel
INTC
$182B
| $218K | 0.01% |
29,315
+27,700
|
|
||
140
US Bancorp
USB
$75.1B
| $213K | 0.01% |
4,720
-23,167
|
|
||
141
Keysight
KEYS
$29.1B
| $207K | 0.01% |
2,265
|
|
||
142
Comcast
CMCSA
$108B
| $193K | 0.01% |
6,112
+145
|
|
||
143
Cooper Companies
COO
$14.6B
| $193K | 0.01% |
3,935
+2,608
|
|
||
144
Oracle
ORCL
$808B
| $192K | 0.01% |
1,684
+891
|
|
||
145
Mercado Libre
MELI
$110B
| $191K | 0.01% |
243
+49
|
|
||
146
Novo Nordisk
NVO
$235B
| $190K | 0.01% |
4,799
+1,249
|
|
||
147
Crown Holdings
CCK
$11.5B
| $180K | 0.01% |
3,505
+2,289
|
|
||
148
Phillips 66
PSX
$54.5B
| $168K | 0.01% |
1,041
+1,039
|
|
||
149
ICICI Bank
IBN
$112B
| $161K | 0.01% |
4,801
|
|
||
150
Broadcom
AVGO
$1.67T
| $150K | 0.01% |
1,682
-21,056
|
|