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Evelyn Partners Investment Management Services Ltd

Portfolio Manager
Evelyn Partners Investment Management Services LTD
Performance
-8.89% (2026 Q1)
AUM (13F)
$850.00M
# of Holdings
281
Performance Rank
Allocation (Top 20)
63.64%

Evelyn Partners Investment Management Services Ltd Holdings Map

Top 50 Evelyn Partners Investment Management Services Ltd Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AZN
ASTRAZENECA PLC
11.39%498.1K$96.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 498.1K shares
$190.53(-4.70%)
2026-03-31
GOOGL
ALPHABET INC
5.44%160.8K$46.3M
+2.49%(+3.91K)
2025-Q1: 158.7K shares2025-Q2: 174.0K shares2025-Q3: 176.2K shares2025-Q4: 156.9K shares2026-Q1: 160.8K shares
$179.50(+121.05%)
2026-03-31
MSFT
MICROSOFT CORP
5.13%117.8K$43.6M
+10.43%(+11.12K)
2025-Q1: 98.7K shares2025-Q2: 101.9K shares2025-Q3: 103.3K shares2025-Q4: 106.6K shares2026-Q1: 117.8K shares
$427.60(-1.33%)
2026-03-31
AMZN
AMAZON COM INC
4.73%193.2K$40.2M
+7.00%(+12.64K)
2025-Q1: 147.3K shares2025-Q2: 162.0K shares2025-Q3: 179.3K shares2025-Q4: 180.5K shares2026-Q1: 193.2K shares
$205.97(+28.24%)
2026-03-31
V
VISA INC
3.42%96.3K$29.1M
-0.95%(-928)
2025-Q1: 88.2K shares2025-Q2: 90.2K shares2025-Q3: 95.7K shares2025-Q4: 97.2K shares2026-Q1: 96.3K shares
$301.65(+7.99%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.31%161.3K$28.1M
+15.64%(+21.82K)
2025-Q1: 144.1K shares2025-Q2: 146.2K shares2025-Q3: 128.8K shares2025-Q4: 139.5K shares2026-Q1: 161.3K shares
$138.16(+63.09%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
3.06%54.3K$26.0M
+9.28%(+4.61K)
2025-Q1: 41.4K shares2025-Q2: 44.0K shares2025-Q3: 47.0K shares2025-Q4: 49.7K shares2026-Q1: 54.3K shares
$468.16(+3.11%)
2026-03-31
JNJ
JOHNSON & JOHNSON
2.96%103.1K$25.2M
+5.32%(+5.21K)
2025-Q1: 97.7K shares2025-Q2: 101.6K shares2025-Q3: 98.4K shares2025-Q4: 97.9K shares2026-Q1: 103.1K shares
$157.31(+44.12%)
2026-03-31
TSM
TAIWAN SEMICONDUCTOR MANUFAC
2.95%74.1K$25.0M
-19.29%(-17.71K)
2025-Q1: 59.8K shares2025-Q2: 67.1K shares2025-Q3: 83.2K shares2025-Q4: 91.8K shares2026-Q1: 74.1K shares
$207.94(+94.46%)
2026-03-31
SYK
STRYKER CORPORATION
2.71%70.2K$23.1M
+0.21%(+148)
2025-Q1: 63.7K shares2025-Q2: 65.5K shares2025-Q3: 68.3K shares2025-Q4: 70.0K shares2026-Q1: 70.2K shares
$362.20(-15.31%)
2026-03-31

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