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 | |
|---|---|---|---|---|---|---|
301
BellRing Brands
BRBR
$1.26B
| $30.1K | ﹤0.01% |
+399
| New | +$28.4K |
|
302
Advanced Micro Devices
AMD
$788B
| $29.6K | ﹤0.01% |
+245
| New | +$35.3K |
|
303
Amgen
AMGN
$225B
| $29.5K | ﹤0.01% |
+113
| New | +$33.5K |
|
304
Invesco Global Water ETF
PIO
$278M
| $29.3K | ﹤0.01% |
+750
| New | +$30.9K |
|
305
Lindsay Corp
LNN
$1.18B
| $29K | ﹤0.01% |
+245
| New | +$30.4K |
|
306
Arvinas
ARVN
$580M
| $28.3K | ﹤0.01% |
+1,474
| New | +$35.8K |
|
307
Ares Management
ARES
$32.1B
| $28K | ﹤0.01% |
+158
| New | +$27K |
|
308
Teradyne
TER
$63B
| $27.1K | ﹤0.01% |
+215
| New | +$25.4K |
|
309
Ovintiv
OVV
$17.5B
| $25.1K | ﹤0.01% |
+619
| New | +$25.8K |
|
310
Insulet
PODD
$10.1B
| $24.8K | ﹤0.01% |
+95
| New | +$23.9K |
|
311
Vanguard Global ex-US Real Estate ETF
VNQI
$3.53B
| $24.5K | ﹤0.01% |
+620
| New | +$26.8K |
|
312
Wells Fargo
WFC
$269B
| $23.9K | ﹤0.01% |
+340
| New | +$23.2K |
|
313
Cushman & Wakefield Ltd
CWK
$3.24B
| $23.7K | ﹤0.01% |
+1,815
| New | +$25.2K |
|
314
Alamos Gold
AGI
$14B
| $23K | ﹤0.01% |
+1,250
| New | +$24.2K |
|
315
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$131M
| $22.7K | ﹤0.01% |
+1,890
| New | +$24.6K |
|
316
iShares Semiconductor ETF
SOXX
$46.2B
| $22.6K | ﹤0.01% |
+105
| New | +$23.4K |
|
317
Monster Beverage
MNST
$90.1B
| $22.6K | ﹤0.01% |
+860
| New | +$22.8K |
|
318
Ferrovial N.V. Ordinary Shares
FER
$47.5B
| $22.4K | ﹤0.01% |
+537
| New | +$21.8K |
|
319
Bankunited
BKU
$3.38B
| $22.1K | ﹤0.01% |
+580
| New | +$22.3K |
|
320
First Trust Preferred Securities and Income ETF
FPE
$6.33B
| $22.1K | ﹤0.01% |
+1,250
| New | +$22.4K |
|
321
Constellation Brands
STZ
$22.9B
| $22.1K | ﹤0.01% |
+100
| New | +$23.8K |
|
322
iRhythm Holdings
IRTC
$4.13B
| $22.1K | ﹤0.01% |
+245
| New | +$19.3K |
|
323
Viatris
VTRS
$18.5B
| $20.8K | ﹤0.01% |
+1,674
| New | +$20.6K |
|
324
News Corp Class A
NWSA
$15.5B
| $20.7K | ﹤0.01% |
+752
| New | +$21K |
|
|
PR
325
Permian Resources
PR
$18B
| $20.6K | ﹤0.01% |
+1,436
| New | +$20.8K |
|
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.