We are live on
!
Find out more
EPIM
Evelyn Partners Investment Management Portfolio holdings
AUM
$3.68B
1-Year Est. Return
21.15%
This Fund
S&P 500
This Quarter
Est. Return
+2.9%
1 Year Est. Return
+21.15%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.08B
AUM Growth
–
Cap. Flow
+$3.1B
Cap. Flow
% of AUM
100.67%
Top 10 Holdings %
Top 10 Hldgs %
47.77%
Holding
416
New
416
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$255M |
| 2 |
Amazon
AMZN
|
+$231M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$204M |
| 4 |
CRH
CRH
|
+$115M |
| 5 |
Visa
V
|
+$114M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.83% |
| 2 | Financials | 19.56% |
| 3 | Consumer Discretionary | 15.26% |
| 4 | Healthcare | 13.88% |
| 5 | Communication Services | 10.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
BP
BP
$111B
| $79.3K | ﹤0.01% |
+2,682
| New | +$80.6K |
|
252
Uber
UBER
$154B
| $78.4K | ﹤0.01% |
+1,300
| New | +$92.8K |
|
253
W.W. Grainger
GWW
$61.5B
| $78K | ﹤0.01% |
+74
| New | +$83.4K |
|
254
Littelfuse
LFUS
$11.7B
| $76.6K | ﹤0.01% |
+325
| New | +$81.1K |
|
|
WCN
255
Waste Connections
WCN
$41.6B
| $76.1K | ﹤0.01% |
+444
| New | +$80.7K |
|
256
Cenovus Energy
CVE
$55.6B
| $74.1K | ﹤0.01% |
+4,890
| New | +$78.6K |
|
257
Bunge Global
BG
$21.5B
| $73.1K | ﹤0.01% |
+940
| New | +$82.5K |
|
258
Gilead Sciences
GILD
$168B
| $70.8K | ﹤0.01% |
+766
| New | +$69K |
|
|
BNY
259
Bank of New York Mellon
BNY
$111B
| $70.3K | ﹤0.01% |
+915
| New | +$70.7K |
|
260
First Trust S&P REIT Index Fund
FRI
$202M
| $69.8K | ﹤0.01% |
+2,550
| New | +$73.7K |
|
|
DFS
261
DELISTED
Discover Financial Services
DFS
| $69.3K | ﹤0.01% |
+400
| New | +$65.6K |
|
262
Novartis
NVS
$290B
| $68.1K | ﹤0.01% |
+700
| New | +$74.6K |
|
263
General Motors
GM
$76.1B
| $66.7K | ﹤0.01% |
+1,253
| New | +$65.6K |
|
264
General Dynamics
GD
$107B
| $66.4K | ﹤0.01% |
+252
| New | +$72.6K |
|
265
First Trust Emerging Markets AlphaDEX Fund
FEM
$792M
| $63.3K | ﹤0.01% |
+2,875
| New | +$65.6K |
|
266
Invesco
IVZ
$13.9B
| $63.1K | ﹤0.01% |
+3,612
| New | +$64.3K |
|
267
Qualcomm
QCOM
$171B
| $61.4K | ﹤0.01% |
+400
| New | +$65.5K |
|
268
Sun Life Financial
SLF
$44.4B
| $58.9K | ﹤0.01% |
+992
| New | +$58.5K |
|
269
Alnylam Pharmaceuticals
ALNY
$30B
| $58.8K | ﹤0.01% |
+250
| New | +$65.7K |
|
270
Olin
OLN
$2.13B
| $54.6K | ﹤0.01% |
+1,615
| New | +$67.5K |
|
|
LND
271
BrasilAgro
LND
$348M
| $54.3K | ﹤0.01% |
+15,054
| New | +$62K |
|
272
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
| $52.6K | ﹤0.01% |
+300
| New | +$54.2K |
|
273
Canadian Natural Resources
CNQ
$98.1B
| $51.8K | ﹤0.01% |
+1,680
| New | +$56.6K |
|
274
CRISPR Therapeutics
CRSP
$5.22B
| $51.2K | ﹤0.01% |
+1,300
| New | +$61.4K |
|
275
Coinbase
COIN
$39.3B
| $47.2K | ﹤0.01% |
+190
| New | +$48.2K |
|
Similar funds
TGA
SLG
BB
CI
GCM
OCM
SPPAM
OIMU
Evelyn Partners Investment Management's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Evelyn Partners Investment Management, which disclosed 416 positions worth $3.08B. Its ten largest holdings account for 48% of the portfolio.
Its largest position is Microsoft: 598,858 shares worth $252M.
By sector, the portfolio is most concentrated in Technology at 22% of assets, followed by Financials and Consumer Discretionary.
- Evelyn Partners Investment Management's largest Q4 2024 buy was Microsoft: 598,858 shares worth $252M.
- Evelyn Partners Investment Management's ten largest holdings make up 48% of its $3.08B portfolio in Q4 2024.
- Evelyn Partners Investment Management disclosed 416 positions in Q4 2024, its first 13F filing on record.
Based on Evelyn Partners Investment Management's 13F filing for Q4 2024, filed 11 Dec 2025.