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EPIMS

Evelyn Partners Investment Management Services Portfolio holdings

AUM $850M
1-Year Est. Return 20.89%
This Fund
S&P 500
This Quarter Est. Return
+2.15%
1 Year Est. Return
+20.89%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$574M
AUM Growth
–
Cap. Flow
+$578M
Cap. Flow %
100.86%
Top 10 Hldgs %
39.92%
Holding
277
New
277
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$38.7M
2
AMZN icon
Amazon
AMZN
+$27.2M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$25.7M
4
V icon
Visa
V
+$25.5M
5
SYK icon
Stryker
SYK
+$22.7M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 24.87%
2 Financials 15.95%
3 Healthcare 14.99%
4 Consumer Discretionary 11.31%
5 Communication Services 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LILA icon
276
Liberty Latin America Class A
LILA
$1.69B
$6 ﹤0.01%
+1
New +$5
MBOT icon
277
Microbot Medical
MBOT
$117M
$1 ﹤0.01%
+1
New +$1
8 9 10 11
12

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Evelyn Partners Investment Management Services's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Evelyn Partners Investment Management Services, which disclosed 277 positions worth $574M. Its ten largest holdings account for 40% of the portfolio.

Its largest position is Microsoft: 90,903 shares worth $38.3M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, followed by Financials and Healthcare.

  • Evelyn Partners Investment Management Services's largest Q4 2024 buy was Microsoft: 90,903 shares worth $38.3M.
  • Evelyn Partners Investment Management Services's ten largest holdings make up 40% of its $574M portfolio in Q4 2024.
  • Evelyn Partners Investment Management Services disclosed 277 positions in Q4 2024, its first 13F filing on record.

Based on Evelyn Partners Investment Management Services's 13F filing for Q4 2024, filed 11 Dec 2025.