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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
151
$618K 0.02%
14,847
152
$618K 0.02%
4,590
153
$605K 0.02%
17,046
154
$603K 0.02%
4,640
155
$603K 0.02%
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156
$602K 0.02%
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157
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158
$588K 0.02%
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159
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160
$563K 0.02%
3,702
161
$560K 0.02%
7,298
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162
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163
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164
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171
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172
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10,000
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173
$359K 0.01%
15,176
174
$337K 0.01%
10,262
-174
175
$337K 0.01%
3,561
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7
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