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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
% 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 | |
|---|---|---|---|---|---|---|
326
Verisk Analytics
VRSK
$23.5B
| $20.4K | ﹤0.01% |
+74
| New | +$20.6K |
|
327
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.26B
| $19.5K | ﹤0.01% |
+500
| New | +$22.8K |
|
328
iShares Core US Aggregate Bond ETF
AGG
$138B
| $19.4K | ﹤0.01% |
+200
| New | +$19.7K |
|
329
Kirby Corp
KEX
$7.18B
| $18.5K | ﹤0.01% |
+175
| New | +$21.1K |
|
330
Ford
F
$55.1B
| $18.5K | ﹤0.01% |
+1,866
| New | +$19.9K |
|
331
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.23B
| $18.3K | ﹤0.01% |
+290
| New | +$18.8K |
|
332
Sempra
SRE
$56.2B
| $17.5K | ﹤0.01% |
+200
| New | +$17.5K |
|
333
Copart
CPRT
$26.8B
| $17.2K | ﹤0.01% |
+300
| New | +$17.1K |
|
334
Pultegroup
PHM
$24.6B
| $16.8K | ﹤0.01% |
+154
| New | +$20K |
|
335
Beyond Meat
BYND
$214M
| $16.6K | ﹤0.01% |
+4,426
| New | +$23.5K |
|
|
GREK
336
Global X MSCI Greece ETF
GREK
$330M
| $16.6K | ﹤0.01% |
+429
| New | +$17.3K |
|
337
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$632M
| $16.3K | ﹤0.01% |
+480
| New | +$16.6K |
|
338
Sea Limited
SE
$78.5B
| $15.9K | ﹤0.01% |
+150
| New | +$15.8K |
|
339
Dropbox
DBX
$7.31B
| $15K | ﹤0.01% |
+500
| New | +$13.8K |
|
340
eBay
EBAY
$45.5B
| $14.9K | ﹤0.01% |
+240
| New | +$15.2K |
|
341
AngloGold Ashanti
AU
$49.5B
| $14.5K | ﹤0.01% |
+628
| New | +$16.4K |
|
342
Pan American Silver
PAAS
$22.1B
| $13.6K | ﹤0.01% |
+671
| New | +$15K |
|
343
Kinross Gold
KGC
$32.6B
| $13.5K | ﹤0.01% |
+1,450
| New | +$14.3K |
|
344
Iron Mountain
IRM
$37B
| $13.1K | ﹤0.01% |
+125
| New | +$14.7K |
|
345
Intercontinental Exchange
ICE
$85B
| $13.1K | ﹤0.01% |
+88
| New | +$13.9K |
|
|
CRDL
346
Cardiol Therapeutics
CRDL
$175M
| $12.9K | ﹤0.01% |
+10,000
| New | +$16.9K |
|
347
Neogen
NEOG
$2.5B
| $12.1K | ﹤0.01% |
+1,000
| New | +$14K |
|
348
Idexx Laboratories
IDXX
$45B
| $12K | ﹤0.01% |
+29
| New | +$12.7K |
|
349
Franco-Nevada
FNV
$45.5B
| $11.7K | ﹤0.01% |
+100
| New | +$12.4K |
|
350
AES
AES
$10.5B
| $11.3K | ﹤0.01% |
+880
| New | +$13.1K |
|
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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.