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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 | |
|---|---|---|---|---|---|---|
151
NIO
NIO
$11.2B
| $21.8K | 0.01% |
+5,000
| New | +$25.4K |
|
152
Icon
ICLR
$12.8B
| $21K | 0.01% |
+100
| New | +$23.4K |
|
153
Coinbase
COIN
$39.9B
| $20.6K | 0.01% |
+83
| New | +$21.1K |
|
154
iShares Select Dividend ETF
DVY
$23.9B
| $19.7K | 0.01% |
+150
| New | +$20.4K |
|
155
State Street SPDR S&P Bank ETF
KBE
$1.75B
| $19.7K | 0.01% |
+355
| New | +$20.3K |
|
156
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.1B
| $18.2K | 0.01% |
+236
| New | +$16.4K |
|
157
Vulcan Materials
VMC
$36.2B
| $17.2K | 0.01% |
+67
| New | +$18K |
|
158
Manchester United
MANU
$4.03B
| $17.1K | 0.01% |
+985
| New | +$16.6K |
|
159
Pfizer
PFE
$152B
| $16.6K | 0.01% |
+625
| New | +$17K |
|
|
MAG
160
DELISTED
MAG Silver
MAG
| $13.6K | ﹤0.01% |
+1,000
| New | +$15.5K |
|
161
SLB Ltd
SLB
$76.9B
| $13.5K | ﹤0.01% |
+353
| New | +$14.8K |
|
162
Advanced Micro Devices
AMD
$805B
| $12.1K | ﹤0.01% |
+100
| New | +$14.4K |
|
163
iShares MSCI Pacific ex Japan ETF
EPP
$2.25B
| $11.7K | ﹤0.01% |
+267
| New | +$12.5K |
|
164
AngloGold Ashanti
AU
$48.2B
| $11.5K | ﹤0.01% |
+500
| New | +$13.1K |
|
165
NovaGold Resources
NG
$3.4B
| $10.7K | ﹤0.01% |
+3,200
| New | +$11.3K |
|
166
T-Mobile US
TMUS
$194B
| $8.83K | ﹤0.01% |
+40
| New | +$9.1K |
|
167
ARK Innovation ETF
ARKK
$6.53B
| $8.8K | ﹤0.01% |
+155
| New | +$8.3K |
|
168
Merck
MRK
$330B
| $8.65K | ﹤0.01% |
+87
| New | +$8.97K |
|
169
CleanSpark
CLSK
$3.18B
| $8.29K | ﹤0.01% |
+900
| New | +$10.9K |
|
170
Jackson Financial
JXN
$9.01B
| $8.19K | ﹤0.01% |
+94
| New | +$9.18K |
|
171
Medtronic
MDT
$117B
| $7.03K | ﹤0.01% |
+88
| New | +$7.62K |
|
172
Occidental Petroleum Corp Warrants
OXY.WS
$33.3B
| $6.64K | ﹤0.01% |
+246
| New | +$7.04K |
|
173
Intuit
INTU
$94.7B
| $6.29K | ﹤0.01% |
+10
| New | +$6.39K |
|
174
Riot Platforms
RIOT
$7.67B
| $6.13K | ﹤0.01% |
+600
| New | +$6.54K |
|
175
Tesla
TSLA
$1.32T
| $6.06K | ﹤0.01% |
+15
| New | +$4.83K |
|
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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.