StockDriftsStockDriftsTop 50 Evelyn Partners Investment Management Llp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | 8.84% | 1.68M | $325.5M | new | $190.44(-4.65%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 7.08% | 703.6K | $260.5M | +4.63%(+31.12K) | $427.45(-1.29%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 7.03% | 1.24M | $258.7M | +1.90%(+23.12K) | $203.81(+29.60%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 7.01% | 897.4K | $258.0M | -3.05%(-28.21K) | $177.58(+123.44%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.11% | 866.4K | $151.1M | +3.09%(+25.98K) | $129.27(+74.30%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.02% | 438.2K | $148.1M | -2.68%(-12.05K) | $192.74(+109.79%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.66% | 281.5K | $134.9M | +0.81%(+2.27K) | $461.46(+4.60%) | 2026-03-31 | |
| V | VISA INC | 2.89% | 351.9K | $106.4M | -2.81%(-10.18K) | $296.64(+9.81%) | 2026-03-31 | |
| CRH | CRH PLC | 2.88% | 1.01M | $106.0M | -2.64%(-27.32K) | $92.63(+11.42%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.83% | 410.4K | $104.2M | +4.72%(+18.49K) | $233.73(+28.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.06% | +9.46% |
| Top 20 Holdings Unweighted | +1.59% | +4.86% |
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