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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 %
100.67%
Top 10 Hldgs %
47.77%
Holding
416
New
416
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$255M
2
AMZN icon
Amazon
AMZN
+$231M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$204M
4
CRH icon
CRH
CRH
+$115M
5
V icon
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
TEL icon
276
TE Connectivity
TEL
$62B
$46.5K ﹤0.01%
+325
New +$48.4K
K
277
DELISTED
Kellanova
K
$46.2K ﹤0.01%
+570
New +$46K
TRMB icon
278
Trimble
TRMB
$13.1B
$45.9K ﹤0.01%
+650
New +$44.2K
EPI icon
279
WisdomTree India Earnings Fund ETF
EPI
$2.04B
$45.3K ﹤0.01%
+1,000
New +$47.4K
BABA icon
280
Alibaba
BABA
$300B
$42.9K ﹤0.01%
+510
New +$48.2K
UPS icon
281
United Parcel Service
UPS
$88.4B
$42.5K ﹤0.01%
+337
New +$44.4K
AVY icon
282
Avery Dennison
AVY
$13.7B
$42.1K ﹤0.01%
+225
New +$45.9K
MTD icon
283
Mettler-Toledo International
MTD
$28.8B
$41.6K ﹤0.01%
+34
New +$44.4K
AEP icon
284
American Electric Power
AEP
$67.9B
$41.5K ﹤0.01%
+450
New +$43.5K
BIP icon
285
Brookfield Infrastructure Partners
BIP
$18.2B
$40.5K ﹤0.01%
+1,275
New +$43.5K
EFX icon
286
Equifax
EFX
$21.2B
$39.2K ﹤0.01%
+154
New +$41.3K
IMO icon
287
Imperial Oil
IMO
$63.1B
$38.8K ﹤0.01%
+630
New +$45.7K
VB icon
288
Vanguard Morningstar Small-Cap ETF
VB
$83B
$38.4K ﹤0.01%
+160
New +$39.4K
CCEP icon
289
Coca-Cola Europacific Partners
CCEP
$47.3B
$38.4K ﹤0.01%
+500
New +$38.6K
LULU icon
290
lululemon athletica
LULU
$13.7B
$38.2K ﹤0.01%
+100
New +$32.6K
ETR icon
291
Entergy
ETR
$50.3B
$37.9K ﹤0.01%
+500
New +$36.1K
SSNC icon
292
SS&C Technologies
SSNC
$18.8B
$37.9K ﹤0.01%
+500
New +$37.4K
FANG icon
293
Diamondback Energy
FANG
$56.2B
$37.7K ﹤0.01%
+230
New +$40.5K
TIP icon
294
iShares TIPS Bond ETF
TIP
$14.7B
$37.3K ﹤0.01%
+350
New +$37.9K
POST icon
295
Post Holdings
POST
$3.65B
$36.1K ﹤0.01%
+315
New +$35.9K
FTCS icon
296
First Trust Capital Strength ETF
FTCS
$7.97B
$35.1K ﹤0.01%
+400
New +$36.4K
EMLP icon
297
First Trust North American Energy Infrastructure Fund
EMLP
$4.15B
$34K ﹤0.01%
+955
New +$33.8K
AOS icon
298
A.O. Smith
AOS
$8.51B
$33.4K ﹤0.01%
+490
New +$37.1K
SDY icon
299
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$33K ﹤0.01%
+250
New +$34.9K
HXL icon
300
Hexcel
HXL
$7.74B
$31.4K ﹤0.01%
+500
New +$30.9K
10 11
12
13 14

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SPPAM
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OIMU
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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.