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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
126
$1.24M 0.04%
17,297
127
$1.24M 0.04%
1,060
-218
128
$1.22M 0.03%
5,273
129
$1.18M 0.03%
28,866
130
$1.15M 0.03%
40,808
131
$1.14M 0.03%
44,593
+1,231
132
$1.12M 0.03%
6,075
+596
133
$1.05M 0.03%
4,454
-180
134
$1.03M 0.03%
15,413
135
$1M 0.03%
6,358
+2
136
$954K 0.03%
12,820
-2,596
137
$954K 0.03%
11,373
-525
138
$898K 0.03%
1,460
139
$867K 0.02%
33,648
-280
140
$853K 0.02%
5,256
+90
141
$833K 0.02%
2,412
142
$822K 0.02%
2,353
143
$802K 0.02%
13,432
-200
144
$782K 0.02%
7,338
-121
145
$774K 0.02%
1,909
-105
146
$687K 0.02%
11,411
147
$675K 0.02%
3,345
-169
148
$671K 0.02%
857
+52
149
$652K 0.02%
6,984
150
$638K 0.02%
1,810
-8,633
4 5
6
7 8