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 %
100.89%
Top 10 Hldgs %
51.98%
Holding
189
New
189
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
CRH icon
CRH
CRH
+$25.9M
2
FTCS icon
First Trust Capital Strength ETF
FTCS
+$18.8M
3
URTH icon
iShares MSCI World ETF
URTH
+$15.7M
4
MSFT icon
Microsoft
MSFT
+$15.1M
5
BRK.B icon
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
VGSH icon
126
Vanguard Short-Term Treasury ETF
VGSH
$30.3B
$43.2K 0.02%
+743
New +$43.4K
IYC icon
127
iShares US Consumer Discretionary ETF
IYC
$1.22B
$38.5K 0.01%
+400
New +$37.3K
VWO icon
128
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$36.2K 0.01%
+822
New +$38.2K
VLTO icon
129
Veralto
VLTO
$23.6B
$35.5K 0.01%
+349
New +$37.2K
PYPL icon
130
PayPal
PYPL
$51.4B
$35.5K 0.01%
+416
New +$35K
MO icon
131
Altria Group
MO
$110B
$35.5K 0.01%
+678
New +$36.1K
LVS icon
132
Las Vegas Sands
LVS
$29.6B
$35.4K 0.01%
+690
New +$35.8K
ZG icon
133
Zillow
ZG
$7.78B
$35.4K 0.01%
+500
New +$34.5K
DPZ icon
134
Domino's
DPZ
$11.7B
$34K 0.01%
+81
New +$35.4K
UPS icon
135
United Parcel Service
UPS
$89.3B
$31.5K 0.01%
+250
New +$32.9K
VZ icon
136
Verizon
VZ
$197B
$30.6K 0.01%
+765
New +$32.3K
RY icon
137
Royal Bank of Canada
RY
$299B
$30.1K 0.01%
+250
New +$30.9K
DVN icon
138
Devon Energy
DVN
$48.3B
$29.5K 0.01%
+901
New +$33.9K
LOGI icon
139
Logitech
LOGI
$15.1B
$28.9K 0.01%
+350
New +$29K
IVW icon
140
iShares S&P 500 Growth ETF
IVW
$78B
$28.9K 0.01%
+285
New +$28.4K
CM icon
141
Canadian Imperial Bank of Commerce
CM
$111B
$28.4K 0.01%
+450
New +$28.6K
STIP icon
142
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$27.1K 0.01%
+269
New +$27.1K
AG icon
143
First Majestic Silver
AG
$9.19B
$25.8K 0.01%
+4,700
New +$30.3K
BUR icon
144
Burford Capital
BUR
$951M
$24.7K 0.01%
+1,904
New +$25.6K
KW
145
DELISTED
Kennedy-Wilson Holdings
KW
$24K 0.01%
+2,400
New +$26.2K
EL icon
146
Estee Lauder
EL
$32B
$23.8K 0.01%
+317
New +$25K
SGDM icon
147
Sprott Gold Miners ETF
SGDM
$651M
$23.5K 0.01%
+848
New +$25.6K
SAND
148
DELISTED
Sandstorm Gold
SAND
$23.5K 0.01%
+4,200
New +$24.4K
XLV icon
149
State Street Health Care Select Sector SPDR ETF
XLV
$44.2B
$23.4K 0.01%
+170
New +$24.9K
FXI icon
150
iShares China Large-Cap ETF
FXI
$4.17B
$22.8K 0.01%
+750
New +$23.6K
4 5
6
7 8

Similar funds

DP
Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return
OCM
Orion Capital Management Coronado, California $290M AUM 17.97% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $292M AUM 6.08% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
PIA
PineBridge Investments Asia Hong Kong $289M AUM
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

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.