Evelyn Partners Investment Management LLP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EP Evelyn Partners Investment Management LLP | Institutional Filer | ▲ 1.68% | $3.68B | 410 |
Current Portfolio Holdings
Showing all 410 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AZN | AstraZeneca PLC | Healthcare | 1.7M | $325.5M | 8.84% |
| 2 | MSFT | Microsoft Corporation | Technology | 704K | $260.5M | 7.08% |
| 3 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 1.2M | $258.7M | 7.03% |
| 4 | GOOGL | Alphabet Inc. | Technology | 897K | $258.0M | 7.01% |
| 5 | NVDA | NVIDIA Corporation | Technology | 866K | $151.1M | 4.11% |
| 6 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 438K | $148.1M | 4.02% |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 281K | $134.9M | 3.66% |
| 8 | V | Visa Inc. | Financial Services | 352K | $106.4M | 2.89% |
| 9 | CRH | CRH plc | Basic Materials | 1.0M | $106.0M | 2.88% |
| 10 | AAPL | Apple Inc. | Technology | 410K | $104.2M | 2.83% |
| 11 | SYK | Stryker Corporation | Healthcare | 265K | $87.2M | 2.37% |
| 12 | CB | Chubb Limited | Financial Services | 266K | $86.6M | 2.35% |
| 13 | JPM | JPMorgan Chase & Co. | Financial Services | 286K | $84.3M | 2.29% |
| 14 | KO | The Coca-Cola Company | Consumer Defensive | 994K | $75.6M | 2.05% |
| 15 | META | Meta Platforms, Inc. | Technology | 120K | $68.8M | 1.87% |
Showing 1 to 15 of 410 holdings