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
201
$181K 0.01%
+2,846
202
$180K 0.01%
+890
203
$174K 0.01%
+3,055
204
$165K 0.01%
+13,262
205
$160K 0.01%
+5,212
206
$158K 0.01%
+875
207
$157K 0.01%
+3,921
208
$148K ﹤0.01%
+3,550
209
$147K ﹤0.01%
+2,063
210
$145K ﹤0.01%
+1,900
211
$145K ﹤0.01%
+2,930
212
$145K ﹤0.01%
+1,750
213
$144K ﹤0.01%
+700
214
$144K ﹤0.01%
+2,750
215
$143K ﹤0.01%
+4,801
216
$138K ﹤0.01%
+570
217
$136K ﹤0.01%
+582
218
$128K ﹤0.01%
+465
219
$128K ﹤0.01%
+1,100
220
$126K ﹤0.01%
+1,820
221
$122K ﹤0.01%
+1,758
222
$120K ﹤0.01%
+500
223
$120K ﹤0.01%
+1,340
224
$118K ﹤0.01%
+243
225
$118K ﹤0.01%
+1,855
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