EPIM
Evelyn Partners Investment Management Portfolio holdings
AUM
$3.52B
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 | |
|---|---|---|---|---|---|---|
151
Henry Schein
HSIC
$8.41B
| $149K | 0.01% |
1,186
+1,178
|
|
||
152
Waste Management
WM
$84.3B
| $149K | 0.01% |
650
-96
|
|
||
153
General Mills
GIS
$25.3B
| $147K | 0.01% |
2,846
+2,697
|
|
||
154
ASML
ASML
$391B
| $146K | 0.01% |
182
+68
|
|
||
155
Sysco
SYY
$35.8B
| $144K | 0.01% |
2,725
+881
|
|
||
156
Lockheed Martin
LMT
$108B
| $131K | 0.01% |
186
-68
|
|
||
157
WD-40
WDFC
$2.68B
| $130K | 0.01% |
570
-7,801
|
|
||
158
Uber
UBER
$190B
| $130K | 0.01% |
4,697
+4,305
|
|
||
159
AGCO
AGCO
$7.79B
| $125K | 0.01% |
+2,210
|
|
||
160
CVS Health
CVS
$98.8B
| $124K | 0.01% |
1,800
+1,399
|
|
||
161
Kimberly-Clark
KMB
$34.5B
| $123K | 0.01% |
125
-752
|
|
||
162
Corning
GLW
$70.4B
| $117K | ﹤0.01% |
2,970
-21,043
|
|
||
163
Ecolab
ECL
$73.2B
| $116K | ﹤0.01% |
608
+462
|
|
||
164
Lam Research
LRCX
$186B
| $113K | ﹤0.01% |
1,216
+1,187
|
|
||
165
Clean Harbors
CLH
$11B
| $106K | ﹤0.01% |
460
-464
|
|
||
166
Ball Corp
BALL
$12.8B
| $105K | ﹤0.01% |
+4,642
|
|
||
167
Brown-Forman Class B
BF.B
$13.2B
| $104K | ﹤0.01% |
3,610
-2,911
|
|
||
168
Dow Inc
DOW
$16.3B
| $104K | ﹤0.01% |
4,837
+4,537
|
|
||
169
Crown Castle
CCI
$39.9B
| $97.5K | ﹤0.01% |
950
|
|
||
170
Occidental Petroleum
OXY
$42.1B
| $96.6K | ﹤0.01% |
1,900
+1,640
|
|
||
171
Kraft Heinz
KHC
$29.4B
| $92.5K | ﹤0.01% |
15,040
+13,107
|
|
||
172
Fox Class A
FOXA
$28.8B
| $91.8K | ﹤0.01% |
4,568
+3,566
|
|
||
173
Varonis Systems
VRNS
$3.97B
| $91.3K | ﹤0.01% |
1,800
+1,787
|
|
||
174
Dell
DELL
$89.6B
| $90.3K | ﹤0.01% |
737
|
|
||
175
Waters Corp
WAT
$22.6B
| $87.3K | ﹤0.01% |
250
-307
|
|