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
$3B
AUM Growth
-$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$5.19M
3
+$5.09M
4
AMZN icon
Amazon
AMZN
+$4.47M
5
IP icon
International Paper
IP
+$4.24M

Top Sells

1
+$5.64M
2
+$2.78M
3
+$2.59M
4
CVX icon
Chevron
CVX
+$2.57M
5
BUR icon
Burford Capital
BUR
+$2.55M

Sector Composition

1 Financials 21.55%
2 Technology 20.08%
3 Healthcare 14.71%
4 Consumer Discretionary 14.59%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$520K 0.02%
14,847
-153
152
$513K 0.02%
7,772
-1,887
153
$512K 0.02%
6,220
154
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155
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5,096
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156
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11,898
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157
$488K 0.02%
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158
$483K 0.02%
11,411
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159
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160
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238
161
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853
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162
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163
$453K 0.02%
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164
$446K 0.01%
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165
$443K 0.01%
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166
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167
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168
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169
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170
$384K 0.01%
34,628
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171
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172
$371K 0.01%
6,091
173
$315K 0.01%
4,480
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174
$309K 0.01%
4,198
175
$308K 0.01%
3,985
5 6
7
8 9