Top 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 |
|---|---|---|
| Top 20 Holdings Weighted | +5.94% | +18.89% |
| Top 20 Holdings Unweighted | +7.39% | +23.84% |
Sign up free to track Evelyn Partners Investment Management Services Ltd, compare funds side by side, and get alerts the moment positions change.