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
176
$299K 0.01%
+9,369
177
$285K 0.01%
+4,509
178
$276K 0.01%
+12,600
179
$275K 0.01%
+4,198
180
$267K 0.01%
+5,000
181
$262K 0.01%
+2,700
182
$259K 0.01%
+1,342
183
$251K 0.01%
+10,000
184
$241K 0.01%
+2,455
185
$234K 0.01%
+1,405
186
$229K 0.01%
+2,634
187
$226K 0.01%
+4,720
188
$222K 0.01%
+2,122
189
$216K 0.01%
+2,000
190
$214K 0.01%
+3,985
191
$212K 0.01%
+1,320
192
$209K 0.01%
+6,132
193
$207K 0.01%
+2,210
194
$203K 0.01%
+5,421
195
$199K 0.01%
+1,751
196
$196K 0.01%
+2,124
197
$196K 0.01%
+9,760
198
$187K 0.01%
+1,692
199
$186K 0.01%
+2,160
200
$185K 0.01%
+5,200
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