We are live on ! Find out more
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
176
$329K 0.01%
2,990
-70
177
$305K 0.01%
9,369
178
$305K 0.01%
12,643
+459
179
$302K 0.01%
3,790
+603
180
$288K 0.01%
1,342
181
$287K 0.01%
8,560
-1,200
182
$285K 0.01%
2,455
183
$282K 0.01%
2,789
+195
184
$279K 0.01%
878
185
$270K 0.01%
5,050
186
$269K 0.01%
2,064
187
$256K 0.01%
3,209
-1,300
188
$256K 0.01%
1,948
189
$250K 0.01%
2,843
+188
190
$241K 0.01%
1,750
+68
191
$241K 0.01%
5,339
-752
192
$238K 0.01%
3,685
-300
193
$237K 0.01%
2,210
194
$225K 0.01%
2,296
+904
195
$222K 0.01%
790
-90
196
$218K 0.01%
5,200
197
$211K 0.01%
1,204
-58
198
$207K 0.01%
3,055
199
$205K 0.01%
12,600
200
$200K 0.01%
2,000
6 7
8
9 10