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
126
$983K 0.03%
+15,413
127
$972K 0.03%
+5,185
128
$937K 0.03%
+5,273
129
$882K 0.03%
+28,866
130
$869K 0.03%
+8,533
131
$868K 0.03%
+16,898
132
$851K 0.03%
+5,755
133
$821K 0.03%
+36,058
134
$816K 0.03%
+865
135
$813K 0.03%
+2,089
136
$800K 0.03%
+2,801
137
$756K 0.02%
+2,412
138
$743K 0.02%
+13,632
139
$724K 0.02%
+9,659
140
$714K 0.02%
+1,213
141
$637K 0.02%
+1,358
142
$629K 0.02%
+1,750
143
$607K 0.02%
+5,046
144
$570K 0.02%
+17,660
145
$565K 0.02%
+6,187
146
$543K 0.02%
+3,714
147
$537K 0.02%
+2,500
148
$534K 0.02%
+859
149
$525K 0.02%
+9,160
150
$524K 0.02%
+1,877
4 5
6
7 8