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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 | |
|---|---|---|---|---|---|---|
101
Alcon
ALC
$35.6B
| $1.92M | 0.06% |
+22,685
| New | +$2.05M |
|
102
Pfizer
PFE
$150B
| $1.92M | 0.06% |
+72,313
| New | +$1.96M |
|
103
Citigroup
C
$231B
| $1.9M | 0.06% |
+26,954
| New | +$1.82M |
|
104
Wheaton Precious Metals
WPM
$61.3B
| $1.83M | 0.06% |
+32,558
| New | +$2.02M |
|
105
Caterpillar
CAT
$393B
| $1.83M | 0.06% |
+5,043
| New | +$1.96M |
|
106
Lowe's Companies
LOW
$121B
| $1.8M | 0.06% |
+7,280
| New | +$1.94M |
|
107
Logitech
LOGI
$14.8B
| $1.76M | 0.06% |
+21,339
| New | +$1.77M |
|
108
PayPal
PYPL
$50.6B
| $1.68M | 0.05% |
+19,677
| New | +$1.65M |
|
109
Shopify
SHOP
$194B
| $1.67M | 0.05% |
+15,712
| New | +$1.53M |
|
110
Morgan Stanley
MS
$342B
| $1.6M | 0.05% |
+12,720
| New | +$1.57M |
|
111
Texas Pacific Land
TPL
$23.6B
| $1.5M | 0.05% |
+4,080
| New | +$1.67M |
|
112
AT&T
T
$166B
| $1.44M | 0.05% |
+63,248
| New | +$1.42M |
|
113
Keurig Dr Pepper
KDP
$40.2B
| $1.41M | 0.05% |
+43,751
| New | +$1.48M |
|
114
ServiceNow
NOW
$129B
| $1.39M | 0.05% |
+6,555
| New | +$1.33M |
|
115
American Express
AXP
$232B
| $1.36M | 0.04% |
+4,584
| New | +$1.32M |
|
116
Blackrock
BLK
$180B
| $1.36M | 0.04% |
+1,322
| New | +$1.34M |
|
117
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
| $1.32M | 0.04% |
+13,117
| New | +$1.32M |
|
118
Merck
MRK
$328B
| $1.31M | 0.04% |
+13,200
| New | +$1.36M |
|
119
Spotify
SPOT
$101B
| $1.16M | 0.04% |
+2,584
| New | +$1.11M |
|
120
Union Pacific
UNP
$174B
| $1.15M | 0.04% |
+5,059
| New | +$1.2M |
|
121
Interactive Brokers
IBKR
$41.5B
| $1.14M | 0.04% |
+103,208
| New | +$4.35M |
|
122
Shell
SHEL
$249B
| $1.09M | 0.04% |
+17,395
| New | +$1.14M |
|
123
Alexandria Real Estate Equities
ARE
$8.27B
| $1.08M | 0.04% |
+11,060
| New | +$1.21M |
|
124
Thomson Reuters
TRI
$44.5B
| $1.08M | 0.04% |
+6,617
| New | +$1.11M |
|
125
GE Aerospace
GE
$379B
| $991K | 0.03% |
+5,940
| New | +$1.06M |
|
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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.