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Evelyn Partners Investment Management (Europe) Ltd

Portfolio Manager
Evelyn Partners Investment Management (europe) LTD
Performance
-5.33% (2026 Q1)
AUM (13F)
$290.60M
# of Holdings
187
Performance Rank
Allocation (Top 20)
71.14%

Evelyn Partners Investment Management (Europe) Ltd Holdings Map

Top 50 Evelyn Partners Investment Management (Europe) Ltd Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GLD
SPDR GOLD TR
8.15%55.0K$23.7M
-0.41%(-224)
2025-Q1: 47.9K shares2025-Q2: 47.4K shares2025-Q3: 53.1K shares2025-Q4: 55.3K shares2026-Q1: 55.0K shares
$258.29(+61.56%)
2026-03-31
CRH
CRH PLC
7.98%220.5K$23.2M
-2.79%(-6.33K)
2025-Q1: 251.4K shares2025-Q2: 236.9K shares2025-Q3: 232.9K shares2025-Q4: 226.8K shares2026-Q1: 220.5K shares
$92.63(+11.42%)
2026-03-31
URTH
ISHARES INC
6.5%104.9K$18.9M
+0.77%(+797)
2025-Q1: 100.9K shares2025-Q2: 101.3K shares2025-Q3: 102.7K shares2025-Q4: 104.1K shares2026-Q1: 104.9K shares
$157.40(+27.02%)
2026-03-31
FTCS
FIRST TR EXCHANGE-TRADED FD
5.55%173.9K$16.1M
-3.29%(-5.92K)
2025-Q1: 196.1K shares2025-Q2: 192.5K shares2025-Q3: 0 shares2025-Q4: 179.8K shares2026-Q1: 173.9K shares
$89.31(+3.57%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
4.87%21.8K$14.2M
-1.72%(-381)
2025-Q1: 22.1K shares2025-Q2: 21.8K shares2025-Q3: 22.3K shares2025-Q4: 22.1K shares2026-Q1: 21.8K shares
$581.25(+27.17%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
4.65%28.2K$13.5M
-0.64%(-182)
2025-Q1: 29.1K shares2025-Q2: 27.9K shares2025-Q3: 27.8K shares2025-Q4: 28.4K shares2026-Q1: 28.2K shares
$457.49(+5.51%)
2026-03-31
VGT
VANGUARD WORLD FD
4.17%17.4K$12.1M
-1.46%(-257)
2025-Q1: 18.0K shares2025-Q2: 18.4K shares2025-Q3: 18.4K shares2025-Q4: 17.6K shares2026-Q1: 17.4K shares
$75.55(+49.98%)
2026-03-31
GOOGL
ALPHABET INC
3.92%39.6K$11.4M
-1.58%(-636)
2025-Q1: 48.2K shares2025-Q2: 47.1K shares2025-Q3: 41.4K shares2025-Q4: 40.3K shares2026-Q1: 39.6K shares
$177.48(+123.56%)
2026-03-31
MSFT
MICROSOFT CORP
3.7%29.1K$10.8M
-1.82%(-538)
2025-Q1: 35.0K shares2025-Q2: 34.1K shares2025-Q3: 30.4K shares2025-Q4: 29.6K shares2026-Q1: 29.1K shares
$425.90(-0.93%)
2026-03-31
SDY
SPDR SERIES TRUST
3.61%71.9K$10.5M
-2.72%(-2.01K)
2025-Q1: 83.0K shares2025-Q2: 78.8K shares2025-Q3: 75.7K shares2025-Q4: 73.9K shares2026-Q1: 71.9K shares
$137.07(+6.60%)
2026-03-31

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