We are live on
!
Find out more
EPIME
Evelyn Partners Investment Management (Europe) Portfolio holdings
AUM
$291M
1-Year Est. Return
20.34%
This Fund
S&P 500
This Quarter
Est. Return
+2.25%
1 Year Est. Return
+20.34%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$275M
AUM Growth
–
Cap. Flow
+$277M
Cap. Flow
% of AUM
100.89%
Top 10 Holdings %
Top 10 Hldgs %
51.98%
Holding
189
New
189
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
CRH
CRH
|
+$25.9M |
| 2 |
First Trust Capital Strength ETF
FTCS
|
+$18.8M |
| 3 |
iShares MSCI World ETF
URTH
|
+$15.7M |
| 4 |
Microsoft
MSFT
|
+$15.1M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$13.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 15.25% |
| 2 | Technology | 10.69% |
| 3 | Materials | 9.49% |
| 4 | Consumer Discretionary | 6.3% |
| 5 | Communication Services | 5.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
FedEx
FDX
$77.3B
| $95.1K | 0.03% |
+338
| New | +$94.4K |
|
102
Air Products & Chemicals
APD
$67.7B
| $91.4K | 0.03% |
+315
| New | +$98.9K |
|
103
iShares MSCI Japan ETF
EWJ
$23.1B
| $90.2K | 0.03% |
+1,345
| New | +$92.8K |
|
104
NextEra Energy
NEE
$179B
| $88.6K | 0.03% |
+1,236
| New | +$96K |
|
105
Sprott Physical Silver Trust
PSLV
$13.6B
| $87.8K | 0.03% |
+9,100
| New | +$96K |
|
106
Royal Caribbean
RCL
$82.4B
| $86.5K | 0.03% |
+375
| New | +$83K |
|
107
Accenture
ACN
$110B
| $86.2K | 0.03% |
+245
| New | +$88.2K |
|
108
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
| $83.6K | 0.03% |
+310
| New | +$84K |
|
109
Occidental Petroleum
OXY
$58.5B
| $81.1K | 0.03% |
+1,641
| New | +$82.9K |
|
110
Newmont
NEM
$124B
| $79.8K | 0.03% |
+2,145
| New | +$97.8K |
|
111
Abbott
ABT
$192B
| $76.3K | 0.03% |
+675
| New | +$78K |
|
112
AerCap
AER
$23.6B
| $76.1K | 0.03% |
+795
| New | +$76.3K |
|
113
Nike
NKE
$60.1B
| $75.4K | 0.03% |
+997
| New | +$78.3K |
|
114
Keurig Dr Pepper
KDP
$40.2B
| $71.5K | 0.03% |
+2,225
| New | +$75.3K |
|
115
Sprott Physical Gold
PHYS
$16B
| $65.5K | 0.02% |
+3,250
| New | +$66.8K |
|
116
Thomson Reuters
TRI
$44.5B
| $63.1K | 0.02% |
+387
| New | +$65.2K |
|
117
Alamos Gold
AGI
$14B
| $60.8K | 0.02% |
+3,300
| New | +$63.8K |
|
118
Agnico Eagle Mines
AEM
$93.8B
| $58.6K | 0.02% |
+750
| New | +$61.8K |
|
119
Dole
DOLE
$1.23B
| $58.6K | 0.02% |
+4,328
| New | +$66.4K |
|
120
Roblox
RBLX
$25.4B
| $57.9K | 0.02% |
+1,000
| New | +$50.3K |
|
121
Vanguard FTSE Pacific ETF
VPL
$8.58B
| $56.3K | 0.02% |
+792
| New | +$59.1K |
|
122
Alcon
ALC
$35.6B
| $54.3K | 0.02% |
+641
| New | +$57.8K |
|
123
Starbucks
SBUX
$124B
| $52.9K | 0.02% |
+580
| New | +$56.1K |
|
124
Royal Gold
RGLD
$19.7B
| $46.1K | 0.02% |
+350
| New | +$50.5K |
|
125
CME Group
CME
$94.3B
| $45.3K | 0.02% |
+195
| New | +$44.8K |
|
Similar funds
DP
OCM
DIGDR
LFC
CCC
FPM
PIA
PPC
Evelyn Partners Investment Management (Europe)'s Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Evelyn Partners Investment Management (Europe), which disclosed 189 positions worth $275M. Its ten largest holdings account for 52% of the portfolio.
Its largest position is CRH: 269,467 shares worth $24.9M.
By sector, the portfolio is most concentrated in Financials at 15% of assets, followed by Technology and Materials.
- Evelyn Partners Investment Management (Europe)'s largest Q4 2024 buy was CRH: 269,467 shares worth $24.9M.
- Evelyn Partners Investment Management (Europe)'s ten largest holdings make up 52% of its $275M portfolio in Q4 2024.
- Evelyn Partners Investment Management (Europe) disclosed 189 positions in Q4 2024, its first 13F filing on record.
Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q4 2024, filed 11 Dec 2025.