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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 | |
|---|---|---|---|---|---|---|
351
Autoliv
ALV
$8.85B
| $11.3K | ﹤0.01% |
+120
| New | +$11.5K |
|
|
ORLA
352
DELISTED
Orla Mining
ORLA
| $11.2K | ﹤0.01% |
+2,029
| New | +$9.79K |
|
|
JHG
353
DELISTED
Janus Henderson
JHG
| $11.1K | ﹤0.01% |
+260
| New | +$11K |
|
354
AdvanSix
ASIX
$427M
| $10.8K | ﹤0.01% |
+379
| New | +$11.5K |
|
355
Petrobras
PBR
$114B
| $10.5K | ﹤0.01% |
+820
| New | +$11.5K |
|
356
Broadcom
AVGO
$1.98T
| $10.4K | ﹤0.01% |
+45
| New | +$8.32K |
|
357
Fortive
FTV
$18.6B
| $10.3K | ﹤0.01% |
+243
| New | +$13.9K |
|
358
Kyndryl
KD
$2.85B
| $9.96K | ﹤0.01% |
+288
| New | +$8.38K |
|
359
Fair Isaac
FICO
$22.6B
| $9.96K | ﹤0.01% |
+5
| New | +$10.7K |
|
360
Wabtec
WAB
$49.9B
| $9.86K | ﹤0.01% |
+52
| New | +$10.1K |
|
361
Synopsys
SNPS
$79B
| $9.22K | ﹤0.01% |
+19
| New | +$9.93K |
|
362
Rogers Communications
RCI
$19.4B
| $9.22K | ﹤0.01% |
+300
| New | +$10.7K |
|
363
Airbnb
ABNB
$108B
| $9.2K | ﹤0.01% |
+70
| New | +$9.43K |
|
364
TransUnion
TRU
$15.2B
| $9.09K | ﹤0.01% |
+98
| New | +$9.93K |
|
365
HCA Healthcare
HCA
$89.8B
| $9K | ﹤0.01% |
+30
| New | +$10.5K |
|
|
EMF
366
Templeton Emerging Markets Fund
EMF
$332M
| $8.96K | ﹤0.01% |
+750
| New | +$9.67K |
|
367
T-Mobile US
TMUS
$190B
| $8.83K | ﹤0.01% |
+40
| New | +$9.1K |
|
368
Zimmer Biomet
ZBH
$18.7B
| $8.45K | ﹤0.01% |
+80
| New | +$8.58K |
|
|
SAND
369
DELISTED
Sandstorm Gold
SAND
| $8.38K | ﹤0.01% |
+1,500
| New | +$8.7K |
|
370
GXO Logistics
GXO
$5.52B
| $8.09K | ﹤0.01% |
+186
| New | +$10.2K |
|
371
Generac Holdings
GNRC
$13.1B
| $7.75K | ﹤0.01% |
+50
| New | +$8.64K |
|
|
ONC
372
BeOne Medicines Ltd
ONC
$40.6B
| $7.57K | ﹤0.01% |
+41
| New | +$8.38K |
|
373
Cadiz
CDZI
$292M
| $7.1K | ﹤0.01% |
+1,366
| New | +$4.92K |
|
374
SBA Communications
SBAC
$19.4B
| $6.72K | ﹤0.01% |
+33
| New | +$7.43K |
|
375
Domino's
DPZ
$11.7B
| $6.3K | ﹤0.01% |
+15
| New | +$6.55K |
|
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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.