EPIM

Evelyn Partners Investment Management Portfolio holdings

AUM $2.42B
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1 +$196M
2 +$190M
3 +$157M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$118M
5
V icon
Visa
V
+$110M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.97%
2 Financials 20.95%
3 Healthcare 16.15%
4 Consumer Discretionary 14.67%
5 Communication Services 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MTD icon
201
Mettler-Toledo International
MTD
$29.5B
$40.2K ﹤0.01%
+251
OLN icon
202
Olin
OLN
$2.76B
$39.2K ﹤0.01%
+25
EFX icon
203
Equifax
EFX
$28.6B
$37.5K ﹤0.01%
+151
UPS icon
204
United Parcel Service
UPS
$73.9B
$37.1K ﹤0.01%
+274
FANG icon
205
Diamondback Energy
FANG
$42.2B
$36.8K ﹤0.01%
+255
MMM icon
206
3M
MMM
$89.5B
$32.3K ﹤0.01%
+1,154
AOS icon
207
A.O. Smith
AOS
$9.65B
$32K ﹤0.01%
+45
LNN icon
208
Lindsay Corp
LNN
$1.26B
$31K ﹤0.01%
+230
ICE icon
209
Intercontinental Exchange
ICE
$90.2B
$29K ﹤0.01%
+205
HXL icon
210
Hexcel
HXL
$5.79B
$27.4K ﹤0.01%
+157,843
OVV icon
211
Ovintiv
OVV
$9.69B
$26.5K ﹤0.01%
+512
IRTC icon
212
iRhythm Technologies
IRTC
$5.8B
$25.6K ﹤0.01%
+301
MNST icon
213
Monster Beverage
MNST
$68B
$25.2K ﹤0.01%
+415
PODD icon
214
Insulet
PODD
$22.6B
$25K ﹤0.01%
+86
WFC icon
215
Wells Fargo
WFC
$272B
$24.4K ﹤0.01%
+750
ARES icon
216
Ares Management
ARES
$32.8B
$23.2K ﹤0.01%
+128
VRSK icon
217
Verisk Analytics
VRSK
$32.8B
$22K ﹤0.01%
+74
SE icon
218
Sea Limited
SE
$91.6B
$19.6K ﹤0.01%
+122
F icon
219
Ford
F
$55.1B
$18.7K ﹤0.01%
+240
STZ icon
220
Constellation Brands
STZ
$24.4B
$18.4K ﹤0.01%
+65
TER icon
221
Teradyne
TER
$23B
$17.8K ﹤0.01%
+934
CPRT icon
222
Copart
CPRT
$43.2B
$17K ﹤0.01%
+5
EBAY icon
223
eBay
EBAY
$44.4B
$16.3K ﹤0.01%
+6,409
PHM icon
224
Pultegroup
PHM
$23.5B
$15.8K ﹤0.01%
+6,691
LULU icon
225
lululemon athletica
LULU
$21.1B
$15.6K ﹤0.01%
+6