StockDriftsStockDriftsTop 50 Evelyn Partners Investment Management Services Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | 11.39% | 498.1K | $96.8M | new | $190.53(-4.70%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.44% | 160.8K | $46.3M | +2.49%(+3.91K) | $179.50(+121.05%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.13% | 117.8K | $43.6M | +10.43%(+11.12K) | $427.60(-1.33%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.73% | 193.2K | $40.2M | +7.00%(+12.64K) | $205.97(+28.24%) | 2026-03-31 | |
| V | VISA INC | 3.42% | 96.3K | $29.1M | -0.95%(-928) | $301.65(+7.99%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.31% | 161.3K | $28.1M | +15.64%(+21.82K) | $138.16(+63.09%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.06% | 54.3K | $26.0M | +9.28%(+4.61K) | $468.16(+3.11%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.96% | 103.1K | $25.2M | +5.32%(+5.21K) | $157.31(+44.12%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.95% | 74.1K | $25.0M | -19.29%(-17.71K) | $207.94(+94.46%) | 2026-03-31 | |
| SYK | STRYKER CORPORATION | 2.71% | 70.2K | $23.1M | +0.21%(+148) | $362.20(-15.31%) | 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 | — | — | — | — | +7.47% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.32% |
Evelyn Partners Investment Management Services Ltd reports $850.00M in US-listed equity holdings across 281 positions in its most recent 13F filing. Its largest disclosed positions are AZN (11.4%), GOOGL (5.4%) and MSFT (5.1%). The top 20 holdings account for 63.64% of reported assets. Its disclosed equity book has returned +7.47% 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 Investment Management Services Ltd, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Evelyn Partners Investment Management Services Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2065205). View Evelyn Partners Investment Management Services Ltd’s 13F filings on SEC