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
151
$519K 0.02%
+15,000
152
$518K 0.02%
+2,345
153
$516K 0.02%
+13,575
154
$509K 0.02%
+995
155
$494K 0.02%
+6,181
156
$485K 0.02%
+11,131
157
$480K 0.02%
+1,460
158
$476K 0.02%
+9,112
159
$474K 0.02%
+6,220
160
$474K 0.02%
+4,085
161
$470K 0.02%
+4,590
162
$467K 0.02%
+3,000
163
$460K 0.01%
+3,860
164
$443K 0.01%
+33,968
165
$435K 0.01%
+2,456
166
$426K 0.01%
+2,071
167
$405K 0.01%
+238
168
$396K 0.01%
+3,025
169
$388K 0.01%
+15,176
170
$375K 0.01%
+2,808
171
$353K 0.01%
+3,561
172
$345K 0.01%
+6,091
173
$320K 0.01%
+4,060
174
$310K 0.01%
+2,498
175
$301K 0.01%
+1,020
5 6
7
8 9