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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 %
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
ADSK icon
176
Autodesk
ADSK
$52.7B
$5.91K ﹤0.01%
+20
New +$5.91K
FSM icon
177
Fortuna Silver Mines
FSM
$3.21B
$4.29K ﹤0.01%
+1,000
New +$4.77K
APTV icon
178
Aptiv
APTV
$10.1B
$4.23K ﹤0.01%
+70
New +$4.29K
BABA icon
179
Alibaba
BABA
$300B
$4.21K ﹤0.01%
+50
New +$4.72K
PAAS icon
180
Pan American Silver
PAAS
$22.1B
$3.88K ﹤0.01%
+192
New +$4.29K
KLG
181
DELISTED
WK Kellogg Co
KLG
$3.58K ﹤0.01%
+199
New +$3.64K
XLRE icon
182
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.56B
$2.36K ﹤0.01%
+58
New +$2.51K
PJT icon
183
PJT Partners
PJT
$4.36B
$2.05K ﹤0.01%
+13
New +$1.98K
SBSW icon
184
Sibanye-Stillwater
SBSW
$7.58B
$1.98K ﹤0.01%
+600
New +$2.52K
GAN
185
DELISTED
GAN Ltd
GAN
$1.33K ﹤0.01%
+731
New +$1.33K
VTRS icon
186
Viatris
VTRS
$18.5B
$884 ﹤0.01%
+71
New +$873
LND
187
BrasilAgro
LND
$348M
$661 ﹤0.01%
+183
New +$754
OGN icon
188
Organon & Co
OGN
$3.59B
$343 ﹤0.01%
+23
New +$375
GTE icon
189
Gran Tierra Energy
GTE
$331M
$7 ﹤0.01%
+1
New +$7
4 5 6 7
8

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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.