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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
201
$197K 0.01%
600
+385
202
$196K 0.01%
2,150
+1,050
203
$194K 0.01%
1,517
204
$192K 0.01%
1,411
205
$185K 0.01%
975
+675
206
$182K 0.01%
2,220
207
$179K 0.01%
249
+117
208
$175K 0.01%
2,650
-100
209
$174K 0.01%
3,141
210
$171K ﹤0.01%
6,250
+1,750
211
$170K ﹤0.01%
5,421
212
$169K ﹤0.01%
1,750
213
$159K ﹤0.01%
68
-5
214
$156K ﹤0.01%
1,900
215
$155K ﹤0.01%
1,160
216
$155K ﹤0.01%
1,100
217
$155K ﹤0.01%
3,000
+1,500
218
$149K ﹤0.01%
4,250
-1,250
219
$146K ﹤0.01%
1,000
220
$145K ﹤0.01%
4,801
221
$143K ﹤0.01%
2,846
222
$141K ﹤0.01%
283
223
$140K ﹤0.01%
500
224
$136K ﹤0.01%
1,800
225
$134K ﹤0.01%
1,579
-1,903
7 8
9
10 11