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
$3B
AUM Growth
-$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$5.19M
3
+$5.09M
4
AMZN icon
Amazon
AMZN
+$4.47M
5
IP icon
International Paper
IP
+$4.24M

Top Sells

1
+$5.64M
2
+$2.78M
3
+$2.59M
4
CVX icon
Chevron
CVX
+$2.57M
5
BUR icon
Burford Capital
BUR
+$2.55M

Sector Composition

1 Financials 21.55%
2 Technology 20.08%
3 Healthcare 14.71%
4 Consumer Discretionary 14.59%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$174K 0.01%
875
202
$171K 0.01%
740
-150
203
$170K 0.01%
2,846
204
$167K 0.01%
1,517
-175
205
$156K 0.01%
1,750
206
$155K 0.01%
3,550
207
$155K 0.01%
700
208
$151K 0.01%
4,801
209
$151K 0.01%
4,962
-250
210
$149K 0.01%
2,063
211
$148K ﹤0.01%
2,750
212
$148K ﹤0.01%
1,342
-780
213
$148K ﹤0.01%
582
214
$143K ﹤0.01%
1,386
+156
215
$143K ﹤0.01%
1,900
216
$141K ﹤0.01%
+1,214
217
$139K ﹤0.01%
570
218
$137K ﹤0.01%
3,921
219
$135K ﹤0.01%
1,340
220
$134K ﹤0.01%
2,050
+230
221
$132K ﹤0.01%
500
222
$130K ﹤0.01%
13,681
+419
223
$130K ﹤0.01%
5,500
-300
224
$122K ﹤0.01%
1,800
225
$114K ﹤0.01%
1,100
7 8
9
10 11