StockDriftsStockDriftsTop 50 Evelyn Partners Asset Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | 6.53% | 61.6K | $26.5M | -10.95%(-7.57K) | $248.46(+67.95%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 5.31% | 155.9K | $21.6M | -4.40%(-7.18K) | $118.47(+29.58%) | 2026-03-31 | |
| GDX | VANECK ETF TRUST | 4.2% | 185.6K | $17.0M | +0.30%(+551) | $37.96(+130.13%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.67% | 40.3K | $14.9M | +6.76%(+2.55K) | $428.24(-1.48%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.19% | 45.1K | $13.0M | -2.66%(-1.23K) | $176.46(+124.85%) | 2026-03-31 | |
| VPL | VANGUARD INTL EQUITY INDEX F | 2.91% | 121.0K | $11.8M | +6.47%(+7.36K) | $77.05(+44.14%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.86% | 55.6K | $11.6M | +0.32%(+180) | $203.36(+29.89%) | 2026-03-31 | |
| V | VISA INC | 2.72% | 36.5K | $11.0M | +2.10%(+750) | $298.15(+9.26%) | 2026-03-31 | |
| VDE | VANGUARD WORLD FD | 2.71% | 63.5K | $11.0M | +4.34%(+2.64K) | $123.18(+36.70%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.49% | 39.8K | $10.1M | -0.09%(-34) | $234.04(+28.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.94% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.50% |
Evelyn Partners Asset Management Ltd reports $405.81M in US-listed equity holdings across 308 positions in its most recent 13F filing. Its largest disclosed positions are GLD (6.5%), VT (5.3%) and GDX (4.2%). The top 20 holdings account for 57.46% of reported assets. Its disclosed equity book has returned +10.94% cumulatively over 5 quarters. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Evelyn Partners Asset Management Ltd, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Evelyn Partners Asset Management Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2065207). View Evelyn Partners Asset Management Ltd’s 13F filings on SEC