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 |
|---|---|---|
| Top 20 Holdings Weighted | +8.66% | +28.29% |
| Top 20 Holdings Unweighted | +5.16% | +16.31% |
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